Meet Your Financial Advisor
Bethel Coleman, Financial Advisor
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Office Hours: M-F 8:30 AM - 5 PM
1400 8th Ave South, Nashville, TN 37203
Check the background of this investment professional on FINRA's BrokerCheck
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you.
- Retirement Income Planning
- Investment Management for Seniors
- Retirement Planning
- Financial Life Planning
- Insurance Planning
- Tax-advantaged Investment Planning
- Charitable Giving Strategies
- Comprehensive Financial Guidance
- College Savings
» To reach my investment coordinator, Chelsey Stovall: Phone: (615) 780-7804. Fax: (615) 780-7808.
Call us 615-780-7804, Monday-Friday 8:30 am-4:30 pm (CT) or email us at Bethel.Coleman@cunamutual.com.
For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Tennessee Investment Services' Advisors are registered representatives of CUNA Brokerage Services, Inc. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.