Title: Managing Director
Company: Coral Wealth Management
Location: Miami, Florida, United States
Dennis Coral, Managing Director at Coral Wealth Management, has been recognized by Marquis Who’s Who Top Business Owners for dedication, achievements and leadership in Financial Services and Investments.
Mr. Coral’s career spans two decades, marked by a steadfast commitment to guiding clients through some of life’s most pivotal financial decisions. As the founder and managing director of Coral Wealth Management in the Miami-Fort Lauderdale area of Florida since 2015, he has built an independent boutique firm that specializes in retirement planning, investment management, retirement income planning, wealth preservation, estate planning coordination and long-term financial planning. Mr. Coral’s expertise in these areas is widely acknowledged and praised within the industry.
Coral Wealth Management stands apart for its client-first philosophy and high-touch service model. Rather than relying on aggressive advertising or sales-driven tactics, Mr. Coral has prioritized organic growth, with over 90% of new clients coming from referrals, and personally trains each team member to ensure alignment with the firm’s collaborative ethos. Building his team remains his proudest professional achievement. He credits the collective strength of his colleagues for driving the firm’s continued success.
Mr. Coral’s team is currently expanding to support the growing needs of clients across multiple states and internationally as more retirees seek options outside Florida due to rising living costs. This geographic expansion has enabled him and his staff to develop specialized knowledge in handling the complex transitions associated with retirement outside of the state. Born in New York to Peruvian parents and raised in Peru until age 16 before relocating to Miami, Mr. Coral brings a multicultural perspective to his work, an asset that informs both his client relationships and future aspirations for serving Latino professionals nationwide.
Before establishing his own firm, Mr. Coral served as a vice president at SunTrust Banks (now Truist) within the private banking and wealth management division from 2014 to 2016 in Miami. Before joining SunTrust, his career began at Morgan Stanley in 2000, where he rose to vice president over a nearly 15-year tenure. There, Mr. Coral developed a deep understanding of investment management and client relationship-building that would become foundational to his later work.
Mr. Coral’s approach is shaped by a belief that integrity is demonstrated through action. Fulfilling commitments and following up with clients are central tenets of his practice. He emphasizes that trust is built not just through expertise but by consistently delivering on promises and maintaining open communication.
In preparation for his future, Mr. Coral received a Bachelor of Business Administration in finance in 2002 and a Master of Business Administration in finance in 2013 from Florida International University (FIU) in Miami. These credentials have equipped him with both theoretical knowledge and practical skills essential for navigating the complexities of modern financial markets. Notably, every member of Mr. Coral’s team also attended FIU, a testament to the institution’s influence on his professional journey. Besides his formal education, he holds the certified wealth strategist designation, underscoring his commitment to ongoing professional development and mastery within the field.
In addition to his core responsibilities at Coral Wealth Management, Mr. Coral serves as a mentor for personal financial wellness at FIU. This role allows him to share practical insights with students preparing for careers in finance, further reinforcing his commitment to community engagement and professional development. Mr. Coral also holds an advisory board seat on campus within the college of business. Additionally, he serves on the board of the Greater Miami Chamber Foundation under the Greater Miami Chamber of Commerce and participates actively in his local church community.
As the creator and host of the “Wealth Beyond Numbers” podcast, Mr. Coral shares insights on retirement planning and financial strategy with a broader audience, further establishing himself as a thought leader within the industry. Recognition for his expertise has included being named among the Top Wealth Management Firms in South Florida by the South Florida Business Journal. Mr. Coral’s firm has also been featured in Shout Out Miami, has been recognized by Business Rate for outstanding client service, and holds accreditation from the Better Business Bureau.
Eager for the future of Coral Wealth Management, Mr. Coral aims to continue expanding his practice by welcoming like-minded professionals who share his dedication to helping others achieve financial confidence during retirement transitions. He envisions establishing his firm as a leading resource for individuals across the country, especially among Latino professionals, delivering value not only through direct service but also by guiding prospective clients toward solutions best suited to their needs. Mr. Coral’s journey reflects an unwavering dedication to integrity, adaptability and community impact, qualities that have defined both his career trajectory and contributions beyond the workplace.
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