The Coastal Group of Truist Investment Services, Inc. The Coastal Group of Truist Investment Services, Inc.

The Coastal Group of Truist Investment Services, Inc.

220 W Garden St

Suite 800,

Pensacola, FL 32502

thecoastalgroup@truist.com

Phone 850-898-8789

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Who we are

The Coastal Group of Truist Investment Services, Inc. is a team of Financial Advisors providing successful individuals, business owners, medical professionals, executives, and their families with resources and solutions to help achieve their financial goals. We formed our team to deliver a disciplined approach and a fresh perspective.  We investigate beyond the obvious so we can understand each client's dreams and aspirations to help foster suitable outcomes.  Our experience and our access to resources through Truist allows us to provide tailored investment solutions, financial-life planning, estate planning, strategic credit analysis, and risk-management solutions. Our personalized approach often involves working closely with our clients’ outside advisors such as CPAs, attorneys, and trust officers.  We understand that successful wealth management often extends beyond a client’s balance sheet. Our team leverages decades of experience to help our clients navigate through ever-changing economic conditions, family situations, and the unique challenges that wealth can present. 

The Coastal Group of Truist Investment Services, Inc. was awarded Forbes' Best-In-State Wealth Management Teams (Florida) for 2025*.


*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Our philosophy is one that helps us center on clients’ desires. By understanding the details that matter most to our clients and their families, we work together to help create a pathway towards a fulfilling life.

Our Team approach focuses on three main principles:
  • Authenticity: We have real interactions with our clients and their families.
  • Logic: Our advice is tailored to each specific situation.  
  • Empathy: You will always know that we care and are deeply invested in your well-being.

We measure success by the quality of the relationships we share with individuals and their families. By delivering on our core values, we deliver on the “why” of our Team Purpose: To help clients lead truly fulfilling lives.
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    Locations

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