Our Experience

Experience is perhaps the most important component of an advisory practice.  Managing Partner Greg Coghlan has extensive experience in helping clients navigate the ever changing conditions of the economy and markets. Greg started his career as an investment advisor working with clients in 1993. He brings over 30 years of planning and money management experience to solving the unique financial challenges of the practice's clients.

Greg's experience and knowledge have allowed him to serve as a frequent guest speaker for the Connecticut Society of CPAs as well as the Connecticut Bar Association.   Local media frequently request clarification and opinions regarding what is happening in the economy and markets. Businesses and organizations continually seek Greg's views and perspectives.

Experience provides Greg the perspective needed to help successfully guide you through cycles both good and bad. He will share the lessons he has learned over the years about successful investment management and apply them towards helping you accumulate and preserve wealth.
Gregory Coghlan

Gregory Coghlan

    • Managing Partner
    Gregory Coghlan, Managing Partner of Christie Coghlan Investment Management, LLC, has been assisting senior investors for the last 30 years. Greg is a well known financial educator in Fairfield Connecticut. His retirement presentations have been widely attended by retirees from many large corporations. Greg has developed a specialty in counseling retirees, and those about to retire, who want to preserve their principal to help ensure that their money lasts. His advice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.

    Greg has conducted education programs for several professional organizations. In 1994, he was selected by a Fortune 100 corporation to provide retirement workshops to employees considering retirement in their Fairfield County Connecticut and Westchester County New York offices. Over a period of 10 years, he taught over 3,000 employees about wealth preservation and growth. Greg also has taught classes on retirement planning to seniors through the Westport Continuing Education program.
     
    He can be reached by contacting his office directly at 203-504-2890, or by visiting his website at https://fa.wellsfargoadvisors.com/christie-coghlan/. Christie Coghlan Investment Management, LLC, is a financial practice providing comprehensive financial services for mature and senior investors. Our services include investment management, annuity advice and selection, long term care planning, tax efficient investing, estate planning strategies and conservatorship and trustee services.

    Christie Coghlan Investment Management, LLC and Wells Fargo Advisors Financial Network do not provide tax and legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.

    Contact

    Mary Richard

      • Client Associate
      Mary serves as the point person for all the administrative and servicing needs of our clients.  She is very active in managing ongoing communications, tracking client satisfaction, implementing cash/security transfers and general problem solving.  Mary is instrumental in helping to ensure client operational requests are met in a timely fashion while at the same time being sensitive to the differing time constraints of each individual client.

      Mary lives in Stratford Ct with her husband Joe and her dog Moose. 

      She holds her Series 7, 63 and 66 FINRA registrations.

      Contact

      Coghlan & Associates

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

      A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

      © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX