KY
Kailey Yates
Principal Consultant at Coastal Wealth
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Work Experience
Principal Consultant
Jan 2022 - Present · 2 years and 11 months
American Income Life
May 2023 - Sep 2023 · 4 months
Principal Consultant
Feb 2023 - Sep 2023 · 7 months
Company Details
51-200 Employees
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 refers to Massachusetts Mutual Life Insurance Company. 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.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services, Tax & Regulatory Management Services, Management Services, Services, Asset Management & Control Services, Air Management Services, Accounting Services, Financial
HQ Location
1000 Corporate Drive Suite 700 Fort Lauderdale, FL 33334, US
Keywords
RetirementFinancial PlanningRisk ManagementProtection ProductsLife InsuranceInvestment ManagementBusiness Strategies
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