Kelia Coffey - Alex Brown-Raymond James

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

Kelia Coffey is a financial advisor based in Winston-Salem, North Carolina, providing financial planning and investment management services to clients in the area. She specializes in helping individuals and families navigate their financial goals, including retirement planning and wealth accumulation strategies. With a focus on personalized service, Kelia works closely with her clients to develop tailored financial plans that align with their unique needs. Her practice is dedicated to empowering clients to achieve financial security and make informed investment decisions.

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