- Top Workplaces
- Coastal Wealth
With over 400 financial professionals and staff covering the southeastern United States, Coastal Wealth strives to help grow and support your business through a variety of unique resources. Our financial professionals enjoy an open architecture model supported by the vast resources and infrastructure of a large firm.
Additional Culture Details
•Challenging the status quo in the quest for growth.
•Striving for excellence even when excellence is outside our comfort zone.
•Fostering constant growth for our clients and financial professionals with a foundation of integrity.
•Celebrating inclusion and diversity as essential keys to our success.
•Finding innovation for the best solutions.
•Having a positive work environment based on trust, collaboration and fun.
•Remaining accountable and coachable while staying committed to personal development.
•Delivering consistent, innovative training and education to provide opportunities to continuously learn,
grow and improve.
•Encouraging technological advances to facilitate ease of doing business.
•Giving back to the community in which we live, work and play.
•Honoring our commitments to clients, ourselves, and our team members.
•Receiving all feedback as a gift.
•Taking ownership over outcomes by finding solutions not excuses.
• Identifying, empowering and developing the next generation of leadership.
- Coastal Wealth Values
- Integrity, Diversity, Innovation, Collaboration, Responsibility
What employees are saying
Flexibility with family. Caring nature of leadership in the firm. Being able to express my views without feeling they will not be taken into consideration.
I get to work with a highly intelligent diverse group of individuals from 36 different countries and cultures.
I get to apply what I love in technology to assist others in the work they have.