F. Warren Coulter
Accredited Investment Fiduciary® (AIF®)
Warren joined the firm in 1989 and specializes in mid- to large-company retirement plans and 529 education savings plans. He attained the Accredited Investment Fiduciary® (AIF®) designation for advanced training in investment fiduciary responsibility.
A 1962 graduate of Harvard College, Warren earned his A.B. in physical science. He went on to earn his MBA in finance in 1967 from Babson Institute. Before joining the firm in 1989, Warren held senior financial executive positions with a number of major corporations.
He is licensed in both the securities and insurance fields through LPL Financial and holds Series 6, 7, 63 and 65 securities registrations, and the New Hampshire State Life & Health Insurance License.
Warren holds the distinguished and permanent rank of captain, United States Navy (USN) (Ret.) with 29 years combined active and reserve service. He is chairman of the Hollis Town Trustees in Hollis, New Hampshire where he resides with his wife Karen. The couple has 2 children, Laura and Christopher.
Warren retired in 2009 as scoutmaster for Troop 12 in Hollis, following 20 years of service.