First Coast Financial Group logo

First Coast Financial Group Employee Directory

Investment ManagementFlorida, United States11-50 Employees

First Coast Financial Group, Inc. operates in the investment management sector, offering advisory services to help clients manage retirement assets. Its approach centers on addressing clients’ needs, with nearly three decades of experience guiding asset growth and preservation under the leadership of Bill Aldrich. The firm partners with Brookstone Capital Management, LLC to provide investment advisory services, while insurance products are offered separately through licensed agents, ensuring a distinction between advisory and insurance offerings. Based in Jacksonville, Florida, the company positions itself as independent within the broader financial services landscape, serving a client base that seeks professional oversight of retirement portfolios. The organization emphasizes a client-focused philosophy and a long-standing presence in the region, supported by its collaboration with BCM for advisory services.

Find First Coast Financial Group employees' phone numbers or email addresses

First Coast Financial Group Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

First Coast Financial Group's Leadership

  • Stylized image of a person
    C. H.
    Ceo
    Phone icon
  • Stylized image of a person
    K. B.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    B. G.
    President And Wealth Manager
    Phone icon
  • Stylized image of a person
    A. E.
    Office Manager
    Phone icon
  • Stylized image of a person
    B. A.
    Financial Planning
    Phone icon
  • Stylized image of a person
    C. I.
    Investment Operations Specialist
    Phone icon
  • Stylized image of a person
    A. E.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    S. S.
    Agent
    Phone icon

First Coast Financial Group Employee Metrics

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

Contact profiles from First Coast Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Chief Investment Officer
    Phone icon
    United StatesFlorida
    Dec 26, 2024
  • Stylized image of a person
    B. G.
    President And Wealth Manager
    Phone icon
    United StatesGeorgia
    Apr 26, 2025
  • Stylized image of a person
    C. H.
    Ceo
    Phone icon
    United StatesGeorgia
    May 26, 2025
  • Stylized image of a person
    A. E.
    Office Manager
    Phone icon
    United StatesFlorida
    Feb 18, 2026
  • Stylized image of a person
    B. A.
    Financial Planning
    Phone icon
    United StatesFlorida
    Dec 19, 2024
  • Stylized image of a person
    C. I.
    Investment Operations Specialist
    Phone icon
    United StatesFlorida
    Jul 18, 2025
  • Stylized image of a person
    A. E.
    Administrative Assistant
    Phone icon
    United StatesFlorida
    May 30, 2026
  • Stylized image of a person
    S. S.
    Agent
    Phone icon
    United StatesFlorida
    Oct 21, 2025

Frequently Asked Questions

What is First Coast Financial Group known for?

Minus sign iconPlus sign icon
First Coast Financial Group was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore First Coast Financial Group's company overview page for more information.

What is First Coast Financial Group's most common email format?

Minus sign iconPlus sign icon
First Coast Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Coast Financial Group email formats with LeadIQ.

How many employees does First Coast Financial Group have currently?

Minus sign iconPlus sign icon
First Coast Financial Group has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are First Coast Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, First Coast Financial Group's key employees include:

  • Ceo: C. H.
  • Chief Investment Officer: K. B.
  • President And Wealth Manager: B. G.
  • Office Manager: A. E.
  • Financial Planning: B. A.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.