Instructor Biography

Randall Thomas Coleman

Randall Thomas Coleman, CFP

Senior Vice President, Wealth Management Advisor, Portfolio Manager
Merrill Lynch
Instructor's Course List

About The Instructor

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family's unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children's Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council. 

Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: