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Donald V. Coulter
Donald V. Coulter
Senior Vice President - Wealth Management
Senior Portfolio Manager
2001 40th Avenue
Suite F
Capitola, CA 95010
tel: 831-479-5100
toll free: 800-231-9792
fax: 831-479-5129
Email Me
Welcome Education Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • BA - History, 1981
    San Diego State University
    San Diego, CA
  • Series 7 - NYSE/NASD General Securities License
  • Series 3 - Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Portfolio Manager
    Capitola/Santa Cruz, CA
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  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
Donald V. Coulter is licensed in the following state(s): CA, CO, FL, ID, NJ, NM, NV, NY, OR, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Monday Morning Musings (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)

The Citi PULSE Monitor - Market Outlook (pdf)
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