Kathy Shepard Email

Director Operations/Agency Supervisory Officer at Coastal Wealth . Coastal Wealth

Current Roles

Employees:
372
Revenue:
$97.7M
About
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don't outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. L0816476013[exp0818][All States][DC]
Coastal Wealth Address
2400 E Commercial Boulevard
Fort Lauderdale, FL
United States

Past Companies

Coastal Wealth, a MassMutual FirmDirector of Operations/Agency Supervisory Officer at Coastal Wealth
Financial Design AssociatesDirector of Operations/Associate Supervisory Officer
MassMutualDirector of Operations/Agency Supervisory Officer at MassMutual Southeast Coast

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