Will David Coleman is Co-Founder and Private Wealth Financial Advisor at Keystone Private Wealth Group in Nashville, TN. He focuses on serving the families of highly successful entrepreneurs, executives, and retirees, and is committed to being a guiding force in the lives of those who entrust him with their investment planning needs.

Along with a multi-generational team of professional advisors and support staff, Will David is committed to superior service, comprehensive planning, and streamlining the financial complexities for affluent families. He has significant experience in investment management, structured and custom lending, retirement planning, tax-sensitive asset management, closely held family business liquidity planning, concentrated stock strategies, life insurance analysis, and legacy planning. 

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 CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. And in 2021, Will David transitioned to Wells Fargo Advisors. He has been named as one of Forbes Best-in-State Wealth Advisors in 2019, 2020, 2022 and 2023*.

Away from the office, he served on the Alumni Board of the University of Tennessee at Martin from 2016-2019, is currently a Deacon at Woodmont Christian Church, serves on the Woodmont Christian Church Finance Committee, and volunteers for the Legacy Council at the University of Tennessee at Martin.

Will David lives in Belle Meade, TN, with his wife, Patti, and their two sons, Ashe and Stratton.

CA Insurance License Number 4339660. Resident State: TN

(*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.)

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

After serving as Assistant to the Governor in Phil Bredesen’s administration in Tennessee, Matt Ragan left politics and joined the financial services industry in 2011. Ever since, Matt has enjoyed working with clients to help them achieve their financial goals.

Matt specializes in working with clients to develop employer-sponsored retirement plans.

Matt graduated from the University of Tennessee at Martin. Away from the office, he serves as a deacon at The Church at Avenue South, and he actively volunteers with Habitat for Humanity and the Special Olympics.

Matt and his wife, Allison, live in Franklin, TN with their sons, Hays, Sam, and Foster.

CA Insurance License Number 4340207. Resident State: TN

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 CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards. He is a current member of the Investment & Wealth Institute and holds his Series 7 and 66 FINRA 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

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.  Her obtained the CERTIFIED FINANCIAL PLANNER^TM 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

Katherine Faris has helped clients review their investment strategy and can connect or refer them to specialists our firm can provide as needed. Her favorite aspect of her work is getting to know clients as people and beyond just their financial needs.

Katherine focuses on providing each client with an excellent experience by staying up to date on their major life events and by connecting multi-generational planning to the parents, children, and grandchildren of clients. She also spearheads the team’s work with millennial families in the beginning-to-middle stages of their careers.

Katherine graduated with honors from The University of the South in Sewanee, TN, where she majored in economics and minored in math.

CA Insurance License Number 4339338. Resident State: TN