Rachael Coates

trust administrator at Johnson Investment Counsel - White Oak, OH, US

Rachael Coates's Colleagues at Johnson Investment Counsel
Ann Grimaldi

trust administration assistant

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Emilia Connor

Fixed Income Trader and Research Associate

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Marcy Gruen

senior operations associate

Contact Marcy Gruen

Carrie Dunfee

Senior Operations Associate

Contact Carrie Dunfee

Greg Manor

Systems Administrator

Contact Greg Manor

Leslie Eckel

Client Support Assistant

Contact Leslie Eckel

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Rachael Coates's Contact Details
HQ
800-541-0170
Location
Company
Johnson Investment Counsel
Rachael Coates's Company Details

Johnson Investment Counsel

White Oak, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments.Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.

Wealth Management Retirement Planning Income Tax Planning Estate Planning Investment Management Goal-Based Planning Insurance Analysis Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Johnson Investment Counsel
Frequently Asked Questions about Rachael Coates
Rachael Coates currently works for Johnson Investment Counsel.
Rachael Coates's role at Johnson Investment Counsel is trust administrator.
Rachael Coates's email address is ***@johnsoninv.com. To view Rachael Coates's full email address, please signup to ConnectPlex.
Rachael Coates works in the Investment Management industry.
Rachael Coates's colleagues at Johnson Investment Counsel are Ann Grimaldi, Emilia Connor, Marcy Gruen, Carrie Dunfee, Greg Manor, Leslie Eckel, Jennifer Hanselman and others.
Rachael Coates's phone number is 800-541-0170
See more information about Rachael Coates