Coastal Wealth

🎉 Congratulations to Financial Advisor James Papadakos on passing his Series 65 exam! 🎉 Your dedication and hard work have paid off, and we're excited to see you continue to excel. Here's to many more achievements ahead! #CoastalWealth #Series65 #Congratulations #FinancialSuccess

Throwback Thursday: Wine Tasting in Southern California with the team! Memories like these remind us why team culture is so important. #MemoriesOfALifetime #ThrowbackThursday #TeamCulture #CoastalWealth

Teresa Moulton, New Business Specialist & Financial Planning Analyst - Discussing tips for women seeking a career as an advisor. Save this and share with someone who’s been considering joining the force of fierce Financial Advisors! #womenofcoastalwealth #coastalwealth #teamculture #womenadvisors #financialadvisor #financialplanner #finances #womeninbusiness #inspiringwomen

🌟 Reminder! 🌟 We're excited to join forces for our Feeding America Volunteer Day on September 20th! Let's come together to make a positive impact and help those in need. Join us and be a part of this meaningful mission. 🚨 This is an event happening at 3 different locations. South Florida, Northeast Florida and Tampa Bay. Please choose your selected area and follow the registration links for that selected location. Please take note that Feeding Tampa only has one time slot available. 👉 South Florida: https://lnkd.in/ebrNUwVQ 👉 Northeast Florida: https://lnkd.in/efEd76iT 👉 Tampa Bay: https://lnkd.in/evCK8RGp 🥳 Let’s come together to volunteer for a great cause. Let’s give back to the communities in which we live, work and play. Being held in time for the holidays to help put food and meals on our neighbors‘ tables #CoastalWealth #FeedingAmerica #VolunteerDay #CommunityImpact

Congratulations to Financial Professionals Alexander West and Coley Quinn on passing their SEI Exams! The Securities Industry Essentials (SIE) exam assesses a candidate's basic knowledge of the securities industry. The team at Coastal Wealth keeps getting stronger everyday. 💪 Congratulations Alexander and Coley! We're honored to have you on the team.

Happy Father's Day to all the incredible dads out there! 🎉 Today we celebrate the fathers who provide love, support, and guidance every step of the way. Thank you for your unwavering dedication and for being the pillars of strength in our lives. Wishing you all a wonderful day filled with joy and cherished moments. #HappyFathersDay #CoastalWealth #CelebrateDads

The 12 Week Year Coaching session today was electric! ⚡️ The 12 Week Year is a powerful goal-setting and execution system designed to boost accountability and drive remarkable results. By focusing on short-term, intense execution, you can achieve your long-term objectives more efficiently. Our team culture is infused with principals from The 12 Week Year and it's evident through our collective success! #12WeekYear #GoalSetting #Accountability #Results #CoastalWealth

Did you know? Companies with highly engaged employees outperform their competitors by 147%! At Coastal Wealth, we know that a strong team culture is the foundation of our success and the success of our clients. Let's keep striving for greatness together! #TeamCulture #Success #CoastalWealth

🌟 Meet Frank Yurek our talented Financial Professional who recently joined Coastal Wealth from Northwestern Mutual. Frank, based in Clearwater, FL, shares why he chose Coastal Wealth to grow his practice and help his clients achieve their financial goals. Welcome to the team, Frank! 🚀 #TeamCulture #FinancialPlanning #CoastalWealth

🏆 A strong team isn't just important—it's essential. Let’s keep building, supporting, and succeeding together. #TeamCulture #StrongTeam #MyCoastalWealth #TogetherWeThrive #SuccessThroughUnity