DENNIS COLEMAN
Wells Fargo Advisors
As a Certified Exit Planning Advisor (CEPA®), Dennis Coleman is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Dennis Coleman - - Wells Fargo Advisors - Charleston, South Carolina, city=Charleston, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=dennis-coleman, lname=Coleman, hs_object_source_id=enrollmentId:2116067048875;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/COLEMAN-DENNIS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953702, cohortium_profile_title=Dennis Coleman | Wealth Manager at Wells Fargo Advisors | CEPA Connect Member, state=South Carolina, id=41681504004, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Dennis Coleman, email=dennis.coleman@wfa.com, cohortium_meta_description=Connect with Dennis Coleman, a specialized Wealth Manager working with Wells Fargo Advisors based in South Carolina., associated_contact_record_id=163868786834, website=www.colemandunleavy.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10506_Coleman_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=dennis-coleman, impersonate_user_url=https://exit-planning-institute.org/member-detail/dennis-coleman?impersonation=true, full_name=Dennis Coleman, hs_lastmodifieddate=1766031281267, phone=+1 843-452-2303, company_name=Wells Fargo Advisors, name=Dennis, hs_object_id=41681504004, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=29401, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://www.colemandunleavy.com - Phone: +1 843-452-2303
- City: Charleston
- State: South Carolina
- Postal Code: 29401
- Country: United States
- Designations:
- Markets Served:
- Company Name: Wells Fargo Advisors
