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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Kenneth T

Series 65

Goodlettsville, TN

Coast Wealth Management Group, LLC

Kenneth Thomas Jr. is a financial advisor at Coast Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at Success Wealth Management LLC, Gradient Advisors LLC, and Charter Financial Group. In addition to his advisory work, he is involved in insurance sales through M&O Marketing LLC and Gruening Health and Wealth. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients. The firm employs a blend of fundamental analysis and both long- and short-term strategies, managing accounts on both discretionary and non-discretionary bases.

Cash flow / budgeting Retirement income strategy
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Matthew C

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Matthew Carroll is a financial advisor with Coast Wealth Management Group, LLC in Myrtle Beach, SC. He holds a Series 65 designation and has one year of industry experience, including prior roles at American Senior Benefits dba Charter Financial Group of Carolina and Anderson Brothers Bank. Outside of his advisory work, he is involved with Riverwalk Rental Co. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients, focusing on portfolios under non-discretionary authority and emphasizing fundamental analysis with both long- and short-term strategies.

Cash flow / budgeting Retirement income strategy
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