What departments does Coastal Wealth have?

Coastal Wealth has employees across 9 departments including Entrepreneurship, Finance, Solutions Engineering, Marketing, Consultant.

What is the largest department at Coastal Wealth?

The largest department at Coastal Wealth is Finance with 14 employees.

Where are Coastal Wealth employees located globally?

Coastal Wealth has employees across 5 continents and 8 countries including Ghana, Nigeria, Turkey, Saudi Arabia, Serbia.

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

Coastal Wealth's team has decreased from approximately 311 to 297 employees based on available data.

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Coastal Wealth Employee Directory

Q: Who are Coastal Wealth's key employees and leadership?

Coastal Wealth's key employees include: Founder And Ceo: J. S., Chief Executive Officer: D. S., Vice President - Planning Solutions Group: N. T., Head Of Finance: Y. M..

Financial ServicesFlorida, United States201-500 Employees

Coastal Wealth is a financial services firm based in Fort Lauderdale, Florida. The company collaborates with clients to identify their goals and support informed decisions aimed at financial readiness for future life stages. It serves individuals seeking to protect retirement income and business owners looking to safeguard growth, aligning guidance with long-term objectives.

The firm has been described as a member of the MassMutual Financial Group, reflecting its ties to a broader financial services network. The company operates as a mid-sized firm and, in May 2026, appointed Michael Swinehart as Head of Wealth Management and Financial Planning.

Coastal Wealth Global Highlights

North America
362

United States Of America
362

Oceania
3

Australia
3

Africa
2

Ghana
1
Nigeria
1

Asia
2

Turkey
1
Saudi Arabia
1

Europe
2

Serbia
1
Ireland
1

Coastal Wealth's Leadership

D. S.
Chief Executive Officer
Mobile Phone
Email
N. T.
Vice President - Planning Solutions Group
Mobile Phone
Email
Y. M.
Head Of Finance
Mobile Phone
Email
J. S.
Founder And Ceo
Mobile Phone
Email
L. H. W.
Partner
Mobile Phone
Email
A. W.
Owner
Mobile Phone
Email
J. H.
Senior Executive Vice President Head Of The Planning Soultions Group
Mobile Phone
Email
M. F.
Disability/Ltc Specialist And Brokerage Director
Mobile Phone
Email

Coastal Wealth Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Branding
Business
Other
Human Resources

Contact profiles from Coastal Wealth

Name

Title

Contact Info

Location

Last Update

C. C.
Agency Assistant
Mobile Phone
Email
Oct 22, 2024
C. S.
Agency Assistant
Mobile Phone
Email
Oct 16, 2024
C. P.
Financial Planner And Investment Advisor Representative
Mobile Phone
Email
Oct 24, 2024
C. P.
Intern
Mobile Phone
Email
Oct 23, 2024
C. V.
Coastal Wealth Financial Representative
Mobile Phone
Email
Oct 23, 2024
D. T.
Financial Services Professional
Mobile Phone
Email
Oct 22, 2024
D. B.
Wealth Management Executive
Mobile Phone
Email
Oct 17, 2024
J. M.
Advisor Assistant
Mobile Phone
Email
Oct 22, 2024
K. H.
Financial Services Professional
Mobile Phone
Email
Oct 17, 2024
M. M.
Financial Services Professional
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Coastal Wealth known for?

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

What is Coastal Wealth's most common email format?

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

How many employees does Coastal Wealth have currently?

Coastal Wealth has approximately 310 employees as of July 2026. These team members are located across 5 continents, including North AmericaOceaniaAfrica.

Who are Coastal Wealth's key employees and leadership?

As of July 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.

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Coastal Wealth Employee Directory

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