Coastal Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

William Wright

Financial Advisor

Visit William Wright's website

Steve Lovoy

Financial Advisor

Visit Steve Lovoy's website

Tim McLarty

CMFC, APMA

Financial Advisor

Chartered Mutual Fund Counselor™
Visit Tim McLarty's website

Alicia Ahern

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alicia Ahern's website


Team

Lisa Johnson

Lisa Johnson

Administrative Assistant

Chrystal Emmite

Chrystal Emmite

Client Relationship Manager

Tina Straut

Tina Straut

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