Our Team

Bradford Coyle, CRPC®

Partner, Executive Managing Director - Investment Officer

Phone: (202) 930-6045
Fax: 202-506-2251
Email: brad.coyle@stewardpartners.com
 

Brad is the Executive Managing Director – Investment Officer of the Coyle Financial Group of Steward Partners, providing strategic asset allocation and investment management consulting to high net worth individuals and institutions. For 20 consecutive years he has been recognized as a Premier Advisor. He has earned the CRPC®, Chartered Retirement Planning Counselor (SM), designation by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

After receiving his BA in Economics from the University of Virginia, Brad began his career with a Washington, D.C. based private investment development company in 1986. Subsequently recruited by Chase Manhattan Bank's investment advisory division, Brad spent several years developing investment strategies for families and not-for-profit associations, as well as trustees of foundations, endowments and pension plans. Along with several of his Chase Manhattan colleagues, Brad established the downtown Washington, D.C. office of A.G. Edwards & Sons, Inc. in 1996. In 2018, Brad and his team joined Steward Partners Global Advisory, in order to continue serving their clients' best needs through the Raymond James Financial platform.

Brad has been recognized as a “Best-In-State Wealth Advisor” by Forbes in 2018, one of the country's “Top 400 Advisers” by the Financial Times in 2015, one of the Washington area's "Top Money Advisers" in Washingtonian Magazine in 2018, and one of “Washington's Premier Wealth Advisors” by NABCAP, the National Association of Board Certified Advisory Practices, in the Washington Business Journal in 2014.1 He has also been heard providing the Wall Street Update on Washington's WMAL radio station.

In the community, Brad is the immediate past-President of the Arlington Community Foundation, having previously served the organization as Finance Committee Chair, and Trustee. Brad also served on the Board and Finance Committee for Capital Hospice.

1 See awards and disclosures section for ranking criteria.

 

 


Ali Allen, MBA

Partner, Vice President, Wealth Management Associate

Phone: (202) 930-6046
Fax: 202-506-2251
Email: ali.allen@stewardpartners.com

 

Ali is a Vice President and Partner of Steward Partners Global Advisory.  Ali has over 10 years of experience in the financial services industry and began her career with Wells Fargo Advisors as a Strategic Development Consultant, where she trained branch managers on how to most efficiently run their teams.  In 2012, Ali migrated away from the back office and joined the Coyle Financial Group as a Practice Administration Manager.  Currently a Wealth Management Associate, she wears a variety of different hats with CFG, acting as the business development coordinator for the practice, client liaison, operations guru, and financial planning specialist.  Ali is particularly passionate about helping clients navigate major life events, from the joyful milestones such as buying a first home and preparing for a child's college education, to the more difficult milestones such as the loss of a loved one.  Ali's commitment is to be there every step of the way.    

Ali is a graduate of the University of North Carolina at Chapel Hill with a B.S. in Business Administration from the Kenan-Flagler Business School, where she received a full 4-year academic scholarship.  While working full-time with CFG, Ali pursued her Master's in Business Administration from Georgetown University's McDonough School of Business evening program.  In 2015, Ali completed her MBA with Beta Gamma Sigma honors, awarded to those graduating in the top 10% of their class.  Two months after graduation, she passed her series 7 and 66 license exams.

Ali was born and raised in the Washington, DC area and currently lives in Potomac, MD with her husband, Kevin Kistler, and their two dogs, Dean and Winston.  In her free time, she can be found hiking (walking) the Billy Goat Trail, painting, or channeling her inner Joanna Gaines working to update their 50-year old home.

 


Bradford Coyle Jr.

Partner, Vice President, Wealth Management Associate

Phone: (202) 930-6047
Fax: 202-506-2251
Email: bradford.coyle@stewardpartners.com

 

In his role as Vice President - Wealth Management Associate for the Coyle Financial Group of Steward Partners, Brad works to provide clients with thoughtful recommendations based on their unique circumstances, as well as conducting securities research and allocation analysis for the team's advisory portfolios. His responsibilities include performing due diligence on managers and investments, managing portfolio analytics, and overall monitoring of accounts for rebalancing and tax planning strategies.

Prior joining the Coyle Financial Group in 2017, Brad worked at a boutique Mergers & Acquisitions consulting firm in Cleveland, Ohio, where he advised private equity clients on strategic investment opportunities.

Brad graduated from the University of Virginia with a B.A. in History and subsequently earned his M.Sc. in Commerce through UVa's McIntire School of Commerce.

Outside of the office, Brad volunteers with the Arlington Historical Society, and enjoys travel, skiing and reading all kinds of history books.

 

 


 

Awards & Disclosures:

Forbes 2018 Best-In-State Wealth Advisor - Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experiences. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award or rating.

Financial Times Top 400 Advisors - Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experiences. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award or rating.

NABCAP's Premier Advisor- Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order.. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance. NABCAP is not affiliated with Raymond James.