Coastal Wealth
Financial Services
United States
303 employees
- Employees
- 303
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Coastal Wealth Overview
- Headquarters
- United States
- Website
- mycoastalwealth.com
- Industry
- Financial Services
- Employees
- 303
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Coastal Wealth
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
Coastal Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Coastal Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Molly Shrauner | Miami-fort Lauderdale Area, United States |
Email
|
|
| Eric Levitt | Fort Myers, Florida, United States |
Email
Phone
|
|
| Veronica Strauss | Miami-fort Lauderdale Area, United States |
Email
Phone
|
|
| Gabe Gould | Private Wealth Advisor at Coastal | Charleston, South Carolina, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
20 profiles
Executive
7 profiles
Associate / junior
3 profiles
Manager
2 profiles
Senior / Lead
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 8 | 8 | 5 |
| General | 7 | 7 | 3 |
| Executive | 5 | 5 | 3 |
| Sales | 3 | 3 | 1 |
| IT | 1 | 1 | 0 |
Coastal Wealth Tech Stack
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