top of page
  • Writer's pictureKelsie Papenhausen

Coastal Wealth Management Advisors Earn Awards for Outstanding Performance

RALEIGH, N.C. (February 1, 2024) – In a remarkable display of excellence and dedication,  Coastal Wealth Management, available through CFS*, proudly announces that four of its esteemed investment advisors have been honored with the prestigious Pacesetter Awards by CUSO Financial Services, L.P. This year marks an extraordinary milestone as it is the 10th consecutive year Coastal Wealth Management advisors have received this recognition, and notably, the first instance where four advisors have been simultaneously awarded.

 

The Pacesetter Awards are renowned in the financial services industry, celebrating advisors who demonstrate unwavering commitment to high standards, exceptional service, and outstanding performance in investment services. This accolade is a testament to the advisors' dedication to serving their members with integrity and excellence.

 

Among the awardees, CFS* Financial Advisors Jonah Kaufman and Catherine Bryant have achieved the Gold Pacesetter Award, a recognition of their exceptional ability to meet and surpass production goals while delivering superior client service. Their achievement reflects their deep expertise and unwavering commitment to their members' financial success.

 

Additionally, Advisors Wayne Johnson and David Burk have been awarded the Bronze Pacesetter Awards, further underscoring the depth of talent and dedication within Coastal Wealth Management. Their achievement highlights their skill in navigating complex financial landscapes and their dedication to providing comprehensive and tailored investment solutions to their members.

 

“Jonah, Catherine, Wayne, and David have truly embodied the excellence we strive for at Coastal Wealth Management, and we couldn’t be prouder of their achievements,” remarked MaryAnne Gangoy, Chief Operations Officer at Coastal Credit Union. “Additionally, our heartfelt thanks go to Ewelina Caplap, our Program Manager, for her exceptional leadership. Our program’s accomplishments reflect the teams’ personal excellence and our shared dedication to delivering outstanding financial guidance and services to our members.”

 

This year's Pacesetter Awards are a clear indication of Coastal Wealth Management's enduring commitment to excellence in financial advisory services and its dedication to empowering members through informed and strategic financial planning.


About Coastal 

Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967 with the mission of fostering the credit union philosophy of “people helping people.”  Today, with $4.99 billion in assets, Coastal serves 331,000 members from 1,800 business partners and is among the leading financial institutions in North Carolina.  Coastal operates 24 locations in central North Carolina and serves members in all 50 states through a network of 5,600 shared branches, 30,000 surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

About Pacesetter Awards

Pacesetter qualification is dependent on gross dealer concessions (GDC) generated from previous calendar year and is awarded after December 31st of each year. Pacesetter membership is no guarantee of future investment success and does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.


Comentarios

No se pudieron cargar los comentarios
Parece que hubo un problema técnico. Intenta volver a conectarte o actualiza la página.
bottom of page