Brian Coulter
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Brian Coulter serves as the Senior Resident Director and Portfolio Manager at Merrill Lynch Wealth Management, leading the Skidaway Island office. He began his financial services career in 2000 at Morgan Stanley and has held positions at Banc of America Investment Services and Merrill Lynch, where he was named Resident Director due to his leadership and commitment to supporting both clients and advisors. Brian manages personalized investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
A former Captain in the U.S. Army, Brian's background contributes to his disciplined approach and attention to detail in wealth management. He holds a Bachelor's Degree from Western Kentucky University and is a member of the Sigma Chi fraternity. His client base includes retired executives, active corporate professionals, former military officers, and families, focusing on areas such as personal retirement planning, college education planning, and portfolio management services.
Brian is actively involved in his community, contributing to The Josh Reddick Foundation and volunteering with Team Bank of America. Outside of his professional and community work, he enjoys playing golf and spending time with his wife and four children in Savannah.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")