Michael A. Caruso, Mba, Chfc Email & Phone Number

I joined the Coastal Bridge Advisors team in October of 2018 as a Client Service Associate. In this capacity, I share in client service responsibilities across our entire client base, working closely with our Director of Advisory Services.At Coastal Bridge Advisors, we strive for responsiveness and accessibility supported by a ‘can-do’ attitude. Our clients are very busy and usually do not have much free time, so it is important that we assist them quickly and accurately. Having clients in four time zones can also complicate accessibility, which is why we are always on call. Our job is to make it easy for them.It’s all part of a process that we call ‘Uncomplicate It’ at Coastal Bridge Advisors. If a client needs assistance with potentially confusing aspects of insurance, estate planning, or even tax questions, our network of experts help find the solutions, explain the process in easy-to-understand terms, listen for feedback, and help put the agreed-upon plan into action.My career has been focused on services to clients and service to our country. Following a 20-year career in the Navy, I worked for Wells Fargo, First County Bank, and Financial Strategies (as a Client Service Representative) before spending the last five years at Altium Wealth Management as a Manager of Client Operations where I managed a team of four and was responsible for over 1,100 clients over three custodians.My formal education includes an MBA from Columbia Southern University. I am also a Series 65 License holder as well as a Chartered Financial Consultant®.My wife and I currently live in Pompano Beach, FL. I enjoy traveling, golf, and spending time with family.

Listed skills include Microsoft Office, Portfolio Management, Military Operations, Leadership, and 3 others.