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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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Matthew C

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Matthew Carroll is a financial advisor at Coast Wealth Management Group, LLC in Myrtle Beach, SC. He holds a Series 65 license and has one year of industry experience. Prior to joining Coast Wealth Management, he worked at American Senior Benefits dba Charter Financial Group of Carolina and Anderson Brothers Bank. Coast Wealth Management Group provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 accounts. The firm’s investment approach is based on fundamental analysis tailored to clients’ goals, with options for discretionary and non-discretionary management.

General retirement planning
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