Financial Services Executive
Current
Jan 2021 - Present
AeroLeads people directory · profile
Samuel Katz Email & Phone Number
Financial Services Executive at Coastal Wealth, a MassMutual firm
at
Coastal Wealth, a MassMutual firm
1 work email found
@mycoastalwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Executive at Coastal Wealth, a MassMutual firm
Location
Miami-Fort Lauderdale Area, United States, United States
Company size
Who is Samuel Katz? Overview
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Quick answer
Samuel Katz is listed as Financial Services Executive at Coastal Wealth, a MassMutual firm at Coastal Wealth, a MassMutual firm, a company with 228 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a work email signal at mycoastalwealth.com and a matched LinkedIn profile for Samuel Katz.
Samuel Katz previously worked as Financial Services Executive at Coastal Wealth, A Massmutual Firm and Aflac Benefits Coordinator at Aflac. Samuel Katz holds Masters Degree, Finance from Florida International University.
Company email context
Email format at Coastal Wealth, a MassMutual firm
This section adds company-level context without repeating Samuel Katz's masked contact details.
{first_initial}{last}@mycoastalwealth.com
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AeroLeads found 1 current-domain work email signal for Samuel Katz. Compare company email patterns before reaching out.
Profile bio
About Samuel Katz
Disclosures and Licensing Information: www.mycoastalwealth.com/licensing
Listed skills include Banking, Wealth Management, Wealth Management Services, Trusts, and 1 others.
Current workplace
Samuel Katz's current company
Company context helps verify the profile and gives searchers a useful next step.
Coastal Wealth, A Massmutual Firm
7 roles
Samuel Katz work experience
A career timeline built from the work history available for this profile.
Aflac Benefits Coordinator
Jan 2020 - Dec 2023
Senior Trust Officer Of South Florida
As Senior Trust Officer within the Private Bank, I have overseen significant wealth management relationships as part of an experienced, well-qualified team. With a long-standing history as a fiduciary with conservative financial institutions, I have continued to contribute through far-reaching capabilities and resourceful relationship manager skill-set.
Feb 2015 - Nov 2019
Senior Investment/Portfolio Specialist
Sam continued his role as a trust and fiduciary relationship manager utilizing all appropriate Finra Licenses working with a team of experienced and strategic Wealth Managers to high net worth individuals across South Florida.
Nov 2013 - Feb 2015
Trust Officer And Relationship Manager
As a senior personal trust officer with Northern Trust Company for more then twenty years, I managed significant wealth and trust relationships. I was then promoted to Director of the institutional world overseeing all Foundation, Endowment and Retirement Plan relationships.
Apr 1990 - Oct 2013
Controller
First Miami Securities, Inc
May 1987 - May 1990
Accounting Analyst
Motorola, Inc
May 1985 - May 1987
Team & coworkers
Colleagues at Coastal Wealth, a MassMutual firm
Other employees you can reach at mycoastalwealth.com. View company contacts for 228 employees →
LH
Lester Hamrick, Ricp®
Colleague at Coastal Wealth, A Massmutual FirmTallahassee, Florida, United States, United States
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JC
Jared Cohen
Colleague at Coastal Wealth, A Massmutual FirmJacksonville, Florida, United States, United States
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JD
Jackie Dorsey
Colleague at Coastal Wealth, A Massmutual FirmTampa, Florida, United States, United States
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KW
Kristy Weaver
Colleague at Coastal Wealth, A Massmutual FirmGhana, Ghana
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KA
Kathleen Alexander
Colleague at Coastal Wealth, A Massmutual FirmPalm Beach, Florida, United States, United States
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MH
Margee Hernandez
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
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EV
Enrique Villegas
Colleague at Coastal Wealth, A Massmutual FirmMiami-Fort Lauderdale Area, United States
View →
GT
Gordon Thompson
Colleague at Coastal Wealth, A Massmutual FirmFort Lauderdale, Florida, United States, United States
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JZ
Jesus Zamora
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
View →
SR
Sheila Rios
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
View →
Lester Hamrick, Ricp®
Colleague at Coastal Wealth, A Massmutual FirmTallahassee, Florida, United States, United States
View →
JC
Jared Cohen
Colleague at Coastal Wealth, A Massmutual FirmJacksonville, Florida, United States, United States
View →
JD
Jackie Dorsey
Colleague at Coastal Wealth, A Massmutual FirmTampa, Florida, United States, United States
View →
KW
Kristy Weaver
Colleague at Coastal Wealth, A Massmutual FirmGhana, Ghana
View →
KA
Kathleen Alexander
Colleague at Coastal Wealth, A Massmutual FirmPalm Beach, Florida, United States, United States
View →
MH
Margee Hernandez
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
View →
EV
Enrique Villegas
Colleague at Coastal Wealth, A Massmutual FirmMiami-Fort Lauderdale Area, United States
View →
GT
Gordon Thompson
Colleague at Coastal Wealth, A Massmutual FirmFort Lauderdale, Florida, United States, United States
View →
JZ
Jesus Zamora
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
View →
SR
Sheila Rios
Colleague at Coastal Wealth, A Massmutual FirmMiami, Florida, United States, United States
View →
2 education records
Samuel Katz education
Masters Degree, Finance
Bachelor Of Business Administration (B.B.A.), Finance And Accounting
FAQ
Frequently asked questions about Samuel Katz
Quick answers generated from the profile data available on this page.
What company does Samuel Katz work for?
Samuel Katz works for Coastal Wealth, a MassMutual firm.
What is Samuel Katz's role at Coastal Wealth, a MassMutual firm?
Samuel Katz is listed as Financial Services Executive at Coastal Wealth, a MassMutual firm at Coastal Wealth, a MassMutual firm.
What is Samuel Katz's email address?
AeroLeads has found 1 work email signal at @mycoastalwealth.com for Samuel Katz at Coastal Wealth, a MassMutual firm.
Where is Samuel Katz based?
Samuel Katz is based in Miami-Fort Lauderdale Area, United States, United States while working with Coastal Wealth, a MassMutual firm.
What companies has Samuel Katz worked for?
Samuel Katz has worked for Coastal Wealth, A Massmutual Firm, Aflac, Fifth Third Bank, Raymond James, and Northern Trust.
Who are Samuel Katz's colleagues at Coastal Wealth, a MassMutual firm?
Samuel Katz's colleagues at Coastal Wealth, a MassMutual firm include Lester Hamrick, Ricp®, Jared Cohen, Jackie Dorsey, Kristy Weaver, and Kathleen Alexander.
How can I contact Samuel Katz?
You can use AeroLeads to view verified contact signals for Samuel Katz at Coastal Wealth, a MassMutual firm, including work email, phone, and LinkedIn data when available.
What schools did Samuel Katz attend?
Samuel Katz holds Masters Degree, Finance from Florida International University.
What skills is Samuel Katz known for?
Samuel Katz is listed with skills including Banking, Wealth Management, Wealth Management Services, Trusts, and Trust Services.
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