The Keystone Advantage: Designed for Client Success

Will David Coleman is Co-Founder and Private Wealth Financial Advisor at Keystone Private Wealth Group in Nashville, TN. He focuses on serving the unique planning needs of closely held family business owners before, during and after a liquidity event. This sometimes spans 5 generations of family and covers a holistic set of services.

Along with a multi-generational team of professional advisors and support staff, Will David is committed to superior client experience, comprehensive planning, and streamlining the financial complexities for ultra-high net worth families. He strives to control the controllables and simplify the complexities of holistic planning. He has significant experience in traditional and alternative investment management, custom lending, tax-focused asset management, closely held family business liquidity planning, concentrated public stock strategies, trust owned life insurance strategies, and legacy planning. These skills/ specialties are coupled with a strong bench of third-party professionals that we coordinate for the ongoing benefit of our clients. These professionals span from estate attorneys, tax professionals, commercial bankers, investment bankers, business valuation experts, and professional peer groups that are industry specific.

Will David graduated from the University of Tennessee at Martin with honors in 2004 before beginning his career in wealth management at Waddell and Reed. In early 2006, he became a financial advisor at Merrill Lynch, where he built a loyal following over a 15-year stretch. In 2011, he earned the CFP® designation from the Certified Financial Planner Board of Standards. And in 2021, Will David transitioned to Wells Fargo Advisors where the Keystone Private Wealth Group in its current form was born. He attained the Certified Exit Plan Advisor Designation from the Exit Planning Institute in 2025.

Away from the office, he is active in several leadership roles at Woodmont Christina Church. These include serving as an elementary Sunday school teacher, Deacon, Finance Committee member, Room in the Inn Volunteer, and Walk Through Bethlehem Volunteer. He is a current volunteer for Special Ops Excursions to benefit our veterans. He has past volunteer positions at the University of TN at Martin and the United Way of Nashville.

Will David lives in Belle Meade, TN, with his wife, Patti, and their two sons, Ashe and Stratton. They have two dogs, Bodie and Daisy.

CA Insurance License Number 4339660. Resident State: TN

 

Justin Webb is Co-Founder and Private Wealth Financial Advisor at Keystone Private Wealth Group in Nashville, TN. He has over two decades of experience in the private wealth management business. Justin focuses on assisting ultra-affluent individuals and families with the implementation of creative investment strategies, liability management, asset allocation, and manager selection.

Justin graduated from Rhodes College in 2000 with a degree in business administration. He then entered into the Financial Advisor Training Program at Merrill Lynch, where he spent the first 20 years of his career. In 2006, he received his Chartered Retirement Planning Counselor℠ designation.

Justin and his wife, Jennifer, live in Hendersonville with their two children, Nate and Caroline.

CA Insurance License Number 0I82567. Resident State: TN

Jeremy Stephens is a Managing Director - Investments for Keystone Private Wealth Group.  He has over a decade of experience in the private wealth management business.  He works clsoely with ultra-affluent individuals and families who value our team's high level of service, helping them streamline the complexities of substantial wealth while capitalizing on the opportunities it provides.

Jeremy graduated from Liberty University in 2002 with a degree in sports management and administration and entered the financial services industry in 2010.  Prior to entering the financial services industry, Jeremy worked with mulitiple NFL organizations.  He obtained the CERTIFIED FINANCIAL PLANNER^® designation in 2016.

Jeremy and his wife, April, live in Franklin with their three children, Carter, Cooper and Alexandra.

CA Insurance License Number 4295288. Resident State: TN

Matt Ragan is a Senior Financial Advisor at The Keystone Private Wealth Group of Wells Fargo Advisors in Nashville, TN. He plays a key role in delivering comprehensive wealth management and retirement strategies for affluent families and business owners.

Matt specializes in designing and implementing customized retirement plan solutions and provides ongoing consulting to plan sponsors ranging from start-up companies to established multi‑million‑dollar organizations. Matt is deeply committed to serving as an advocate and investment fiduciary for plan sponsors and their employee participants, helping ensure plans are both strategically designed and responsibly managed.

After serving as Assistant to the Governor in Phil Bredesen’s administration, Matt transitioned from public service to the financial services industry in 2011, where he joined Merrill Lynch as a financial advisor. He and his team shifted to Wells Fargo Advisors in early 2021 forming The Keystone Private Wealth Group. He holds the Qualified Plan Financial Consultant (QPFC) designation.

A graduate of the University of Tennessee at Martin, Matt is active in his community and serves as a deacon at The Church at Avenue South. He and his wife, Allison, live in Franklin, Tennessee, with their sons, Hays, Sam, and Foster.

CA Insurance License Number 4340207. Resident State: TN

Katherine Standard designs and maintains comprehensive wealth plans tailored to each client’s goals, values, and life stage. During her decade in the industry, Katherine has grown her entire career alongside the team and plays a central role in shaping how clients are served.
 
She leads the team’s work in multigenerational planning, helping families thoughtfully integrate children, parents, and grandparents into the financial conversation when appropriate. She also spearheads the team’s life insurance strategies, helping ensure solutions are implemented with clarity, purpose, and long‑term alignment. In addition, Katherine serves as a key connector for clients, coordinating with the firm’s network of specialists to bring the right experience to the table when needed.
 
As the only female financial advisor on the team, she especially enjoys working with female clients and values creating a space where they feel confident, heard, and engaged.
 
At the heart of Katherine’s work is her genuine interest in people. She believes exceptional financial advice starts with truly knowing clients beyond their balance sheets, and she places a strong emphasis on delivering an excellent client experience by staying closely connected to their evolving lives and major milestones.
 
Katherine graduated with honors from The University of the South in Sewanee, Tennessee, where she earned a degree in economics and a minor in mathematics. She lives in Nashville with her husband, two daughters, their dog Murphy, and their cat Cricket.

Chirag Delwadia entered the financial services industry in 2007 at Merrill Lynch, where he most recently served as a Senior Private Wealth Relationship Manager in Merrill’s Private Wealth Management Group, which assists families with substantial wealth. In this role, Chirag was tasked with creating comprehensive solutions for some of the firm’s largest and most complex family situations. He currently focuses on developing financial strategies for foundations, endowments, institutions, and ultra-high-net-worth individuals.  

Chirag has extensive experience through major market shifts, which enables him to help clients structure balanced portfolios that are designed to meet their specific financial goals. Each client portfolio he builds is customized to their needs with a goal of long-term capital appreciation. Chirag believes in following a consistent approach to controlling risk and makes all decisions in accordance with client objectives and risk tolerance in mind.

Chirag holds the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute in conjunction with the Wharton School of Business at The University of Pennsylvania. He also holds the CFP® designation awarded by the Certified Financial Planner Board of Standards. He is a current member of the Investment & Wealth Institute and holds his FINRA Series 7 and 66 securities registrations.

Chirag attended The University of the South in Sewanee, TN, where he was a member of the 2000 SCAC conference championship football team. He earned his M.B.A., B.A., and B.S. from The University of Alabama at Birmingham, and previously served on the board of the UAB MBA Alumni Association. Chirag lives in Brentwood, TN, with his wife, Jessica and their daughter, Ivy and son, Dev.
CA Insurance License Number 4339677. Resident State: TN

Blake Schmitt works closely with clients to develop comprehensive financial strategies, providing solutions that address their unique goals & challenges. His focus involves preparing detailed financial plans, analyzing portfolios, & implementing investment strategies that align with each client’s specific needs.

Blake earned a BA in Accounting & an MBA from Mercer University in Macon, GA, where he played collegiate baseball. He is a CFA level 1 candidate.

Blake & his wife, Hayden, live in Brentwood, TN.

Shelly Patterson is an experienced Client Service Associate and the initial point of contact for Keystone Private Wealth clients. A caring concierge whose top priority is to ensure each client’s wealth management experience exceeds expectations and is thoroughly enjoyable, Shelly is also responsible for handling a broad range of administrative services. She is keenly adept at cultivating strong relationships and enjoys “treating every client like family.”

A Nashville native, Shelly began her financial services career in 1998 as a member of the operations department at Smith Barney, a predecessor firm to Morgan Stanley. In 1999, she became a Client Service Assistant. In addition to having many years of experience in her position, she has a high level of professional training. Since 2003, she has been fully registered with the Financial Industry Regulatory Authority (FINRA), giving her the required licenses to work as a financial advisor. Shelly lives in Hendersonville with her two sons, Noah and Nate. She enjoys antiques, gardening, and spending time with her family.

Hali, originally from Winter Park, Florida, relocated to Nashville in 2021 with her border collie/poodle mix, Frankie. She is a graduate of Rollins College, where she earned degrees in Economics and Business Management. Hali’s career has focused on account maintenance and client service in the trading industry, leveraging her expertise to build lasting client relationships and foster a forward-thinking approach to personalized financial planning. Her people-centered mindset and ability to connect with diverse personalities enable her to support clients in achieving their financial goals effectively.

Outside of work, Hali enjoys swimming, playing beach volleyball, and rooting for her favorite sports teams. Her passion for her interests reflects her curiosity and drive to continuously learn and grow, both personally and professionally.

Abril holds a bachelor’s degree in mass communication. She worked at Citibank Wealth Management in Miami, FL at the International Personal Banking department, where she provided client services for HNW clients and organized events to promote the inclusion of multicultural employees such as the Hispanic Heritage Day.

With Latin American roots and 5 years of experience in finance and client services, Abril brings a unique value to our team. As a military wife her goal is to grow professionally despite the challenges that come with military life.

She enjoys baking, hiking, and spending time with her husband and their 90-pound Bernese Mountain dog, Polo.