Dan Coates

Dan Coates is Incapital’s external wholesaler in Arizona, Arkansas Colorado, New Mexico, Oklahoma, and Texas. He has more than two decades of experience in the financial services industry and was previously Director of Sales for Crossroads Capital, a Regional Vice President for Realty Capital Securities, and Senior Vice President for Manulife/Wood Logan. Mr. Coates also has extensive retail experience, having built two successful financial planning firms over ten years. He earned a bachelor’s degree in speech communication from Tarleton State University and holds his Series 7 and 63 licenses, as well as life and health insurance and annuities licenses.