The Keystone Private Wealth Group
Will David Coleman, CEPA, CFP
Private Wealth Financial Advisor
Managing Director - Investments
Email Address
WillDavid.Coleman@wellsfargoadvisors.comPhone Number
(615) 744-2757Will 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
Certificates
CEPA, CFP
The Keystone Private Wealth Group
Whether preparing for a business sale, transition, recapitalization, or ownership transition, we help business owners navigate significant liquidity events with confidence. Our role extends beyond the transaction itself—we work closely with business owners and their families to help prepare for the financial, personal, and legacy decisions that accompany these milestones. By engaging early in the process, we can help identify planning opportunities and create a lasting positive impact for generations to come.
Our goal is to help control the controllable aspects of the clients’ financial affairs and serve as the first point of contact for most financial needs of the family. We want every client to feel confident & supported by our disciplined planning, proactive communication, and access to a team of specialists to guide them through every season of life.
We take the time to understand the full context of each client’s situation. Through founder-focused advice, an institutionalized process and early identification of planning gaps, we customize a plan of action designed to address each client’s goals and priorities for long-term success.
Investment expertise and advice in an effort to help clients succeed financially
