The Galbraith Group
Multi-generational team, serving multi-generational clients
Our team has over 65 years of experience and hold the highest recognized designations in the industry. We are a family team of male and female advisors spanning across three generations, ultimately helping us serve our clients' needs best.
Cathie Coleman, CFP is now serving clients and extended families in both Abilene and Fort Worth with offices in two locations. The new location allows the Galbraith Group to expand services in estate and trust services given additional expertise within the Baird locations in both Dallas and Fort Worth. Joining the Baird family has enabled us to better serve your family needs to preserve and transfer wealth to the next generation.
Cathie Coleman, CFP®
Managing Director, Financial Advisor
Cathie G. Coleman joined her father at A.G. Edwards as a financial advisor in 2005 to help ensure his legacy of providing client-first advice and service. Together they formed, The Galbraith Group, and she quickly realized that her desire to educate and make a difference in people’s lives would go a long way in the financial industry. She saw advice and client advocacy as the future and obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2007. Cathie now combines her education and love of finance with her intimate knowledge of clients, to develop a customized financial plan to help each person take control of their financial future. As a Managing Director, Cathie also focuses on strategic and investment planning for the team.
Cathie graduated cum laude with a Bachelor in Business Administration in International Management from Georgetown University in Washington, D.C. in 1990. She then attended the MBA program in 1993 at Southern Methodist University's Cox School of Business in Dallas, Texas. After owning and operating Blue Drake Outfitters, a specialty fly fishing and adventure retail and travel business, for thirteen years in Dallas, Texas, she and her husband, David, moved to West Texas with their two boys. They are currently splitting their time between Ft. Worth and Abilene as their youngest son is attending All Saints Episcopal School in Fort Worth. Cathie is enjoying having an office and an opportunity to serve clients and their extended families in both locations.
She has been active in Abilene over the years and has served on several boards including St. John’s Episcopal School, the scholarship committee and Future Fund grant committee of The Community Foundation, the Abilene Tennis Association’s junior tennis advisory committee, Dixie Little League's executive board, and volunteered and supported Love and Care Ministries. In 2013, she helped her oldest son start First Serve, an organization to introduce tennis to refugees relocated to Abilene by the International Rescue Committee. Currently, she and her younger son are serving North Texas through the Young Men's Service League. She and her family have always thought it was important to instill philonthropic giving and community service to their boys.
Away from the office she enjoys traveling and her favorite vacation is to ski with her family. She also enjoys hiking, yoga, fly fishing and tennis. In 2014, she climbed Mt. Kilimanjaro in Tanzania and reached the summit of 19, 341 feet, the highest freestanding mountain in the world.
Managing Director, Financial Advisor
Gerald Galbraith is the patriarch of the family team, The Galbraith Group. He began his career in the financial industry in 1964 and opened the A.G. Edwards branch in Abilene, Texas in 1984 serving as the branch manager for 25 years.
Gerald graduated with a Bachelor’s of Science in Electrical Engineering from Texas Tech University and blends his talented analytical mind with a passion for financial stewardship. For over five decades he has brought peace of mind to his client’s financial journey.
He is active in the community including previously serving as President of Hospice of Abilene (currently Hendricks Hospice) and the boards of Abilene Chamber of Commerce, YMCA, Western Heritage Classic, and The United Way. He is currently in the Abilene Exchange Club, Speaker’s Club and serves on the Big Country Hall of Fame.
He has been married to Christie Smith Galbraith for 60 years. They are members of First Baptist Church and have two children, Cathie Coleman and Greg Galbraith. They have four grandchildren – Drake and Sam Coleman and Greta Galbraith Reid and Gabe Galbraith.
In his time away from the office, Gerald enjoys ranching and is an outdoor sportsman. He also enjoys history, traveling and watching his grandchildren play sports.