Miguel Coelho, a Union County native, graduated from Kean University and achieved much success in retail banking before moving to the financial services industry. Knowing how important it is to always act in the client’s best interest, Miguel began his financial services career as an account executive for a well-known broker dealer that specialized in fixed income for institutional investors. He eventually became vice president where he worked closely with other financial advisors of the firm and reported directly to executive management of the broker dealer. The financial services industry is ever changing, and Miguel assisted many clients with navigating complex situations in an open and transparent manner.
This experience eventually prompted him to pursue a new direction for his career a few years ago, where he became one of the founders of Freedom Capital Group, an independent employee owned financial service group. Freedom Capital Group was founded with the goal of assisting our clients in every aspect of their financial lives. Miguel has provided the most comprehensive and personal service available, thus earning a reputation for excellence in the institutional industry. For each of his clients he strives to create financial stability and provide financial independence and confidence.
Miguel is married to his wife Kristi, and you can find him spending his spare time with her, his family and friends as well as enjoying fishing, music, history, and traveling.
Miguel holds many professional financial licenses which include:
- FINRA Series 7 (General Securities Representative)
- FINRA Series 63 (Uniform Combined State Law)
- FINRA Series 65 (Investment Advisor)
- Life Insurance