What departments does Coastal Financial have?

Coastal Financial has employees across 1 departments including Business Development.

What is the largest department at Coastal Financial?

The largest department at Coastal Financial is Business Development with 1 employees.

Where are Coastal Financial employees located globally?

Coastal Financial has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Coastal Financial's team size changed over time?

Coastal Financial's team has remained stable from approximately 13 to 13 employees based on available data.

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Coastal Financial Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Coastal Financial is a financial services firm that provides wealth management services for families and small businesses along the South Coast of Massachusetts. Founded in 1999 and based in North Dartmouth, the firm serves clients in the local region and supports them in pursuing their financial goals. The company emphasizes delivering a high-quality client experience and aims to act as a trusted partner in managing and growing client wealth.

Within the financial services industry, Coastal Financial positions itself as a regional wealth management provider serving its defined client base. In May 2022, Curt Queyrouze was named president, a leadership change noted in company announcements.

Coastal Financial Global Highlights

North America
14

United States Of America
14

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Coastal Financial's Leadership

J. M.
Business Development Officer
Mobile Phone
Email
J. S.
Credit Staff
Mobile Phone
Email

Coastal Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Human Resources
Accounting
Other

Contact profiles from Coastal Financial

Name

Title

Contact Info

Location

Last Update

J. M.
Business Development Officer
Mobile Phone
Email
Oct 22, 2024
J. S.
Credit Staff
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Coastal Financial known for?

Coastal Financial was founded in 1999 operates in the Financial Services industry. Explore Coastal Financial's company overview page for more information.

What is Coastal Financial's most common email format?

Coastal Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Financial email formats with LeadIQ.

How many employees does Coastal Financial have currently?

Coastal Financial has approximately 31 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Coastal Financial's key employees and leadership?

As of July 2026, Coastal Financial's key employees include:

Business Development Officer: J. M.
Credit Staff: J. S.

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Coastal Financial Employee Directory

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