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Coastal Wealth Employee Directory

Financial ServicesFlorida, United States201-500 Employees

Coastal Wealth has about 312 employees, nearly all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department. Coastal Wealth's workforce spans 12 departments.

Find Coastal Wealth employees' phone numbers or email addresses

Coastal Wealth Global Highlights

Location
Employees

North America
353

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  • United States Of America
    353

Africa
2

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  • Ghana
    1
  • Nigeria
    1

Asia
2

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  • Saudi Arabia
    1
  • Turkey
    1

Europe
2

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  • Serbia
    1
  • Ireland
    1

Oceania
2

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  • Australia
    2

Coastal Wealth's Leadership

  • Chief Executive Officer at Coastal Wealth
    D. S.
    Chief Executive Officer
    Mobile Phone
  • Vice President - Planning Solutions Group at Coastal Wealth
    N. T.
    Vice President - Planning Solutions Group
    Mobile Phone
  • Head Of Finance at Coastal Wealth
    Y. M.
    Head Of Finance
    Mobile Phone
  • Founder And Ceo at Coastal Wealth
    J. S.
    Founder And Ceo
    Mobile Phone
  • Partner at Coastal Wealth
    L. H. W.
    Partner
    Mobile Phone
  • Managing Director at Coastal Wealth
    T. H.
    Managing Director
    Mobile Phone
  • Owner at Coastal Wealth
    A. W.
    Owner
    Mobile Phone
  • Managing Director at Coastal Wealth
    B. K.
    Managing Director
    Mobile Phone

Coastal Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Branding
  • Business
  • Other
  • Human Resources
  • Consulting

Banking is the largest department at 80% of profiles with a known department, followed by Community & Social Services (6%) and Finance (4%).

Contact profiles from Coastal Wealth

Name
Title
Contact
Location
Last Update
  • Founder And Ceo at Coastal Wealth
    J. S.
    Founder And Ceo
    Mobile Phone
    Oct 23, 2026
  • Partner at Coastal Wealth
    L. H. W.
    Partner
    Mobile Phone
    Sep 03, 2026
  • Managing Director at Coastal Wealth
    T. H.
    Managing Director
    Mobile Phone
    May 30, 2026
  • Owner at Coastal Wealth
    A. W.
    Owner
    Mobile Phone
    Oct 21, 2024
  • Managing Director at Coastal Wealth
    B. K.
    Managing Director
    Mobile Phone
    May 08, 2026
  • Chief Executive Officer at Coastal Wealth
    D. S.
    Chief Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Head Of Finance at Coastal Wealth
    Y. M.
    Head Of Finance
    Mobile Phone
    Aug 06, 2026
  • Vice President - Planning Solutions Group at Coastal Wealth
    N. T.
    Vice President - Planning Solutions Group
    Mobile Phone
    Sep 19, 2026
  • Senior Executive Vice President Head Of The Planning Soultions Group at Coastal Wealth
    J. H.
    Senior Executive Vice President Head Of The Planning Soultions Group
    Mobile Phone
    Aug 07, 2026
  • Disability/Ltc Specialist And Brokerage Director at Coastal Wealth
    M. F.
    Disability/Ltc Specialist And Brokerage Director
    Mobile Phone
    Apr 16, 2026

Frequently Asked Questions

What are the largest departments at Coastal Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 80% of profiles with a known department, followed by Community & Social Services (6%) and Finance (4%). Coastal Wealth's workforce spans 12 departments.

How many employees does Coastal Wealth have currently?

Minus sign iconPlus sign iconCoastal Wealth has approximately 312 employees as of October 2026. These team members are located across 5 continents, including North America, Africa and Asia.

Who are Coastal Wealth's key employees and leadership?

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As of October 2026, Coastal Wealth's key employees include:

  • Chief Executive Officer: D. S.
  • Vice President - Planning Solutions Group: N. T.
  • Head Of Finance: Y. M.
  • Founder And Ceo: J. S.
  • Partner: L. H. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Coastal Wealth's most common email format?

Minus sign iconPlus sign iconCoastal Wealth employees' email format typically follows the pattern of FLast@mycoastalwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Coastal Wealth email formats with LeadIQ.

What is Coastal Wealth known for?

Minus sign iconPlus sign iconCoastal Wealth operates in the Financial Services industry. Explore Coastal Wealth's company overview page for more information.

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