Coastal Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Jason Cerniglia

CFP®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Visit Jason Cerniglia's website

Michael Kelley

CFP®, APMA

Financial Advisor

Managing Director of Coastal Wealth Management
Visit Michael Kelley's website

Nick Moura

CFP®, APMA, AWMA

Financial Advisor

Visit Nick Moura's website

Owen Odonnell

APMA, CRPC

Financial Advisor

Visit Owen Odonnell's website


Team

Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer of Coastal Wealth Management

Personal Intro

Mystic, CT. and Glastonbury, CT. office

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Rollinda VanLanen

Rollinda VanLanen

Marketing Manager,

Client Concierge

Personal Intro

Mystic, CT. office

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Thomas Halpin

Thomas Halpin

Paraplanner,

Client Service Specialist
Marla Charron

Marla Charron

Financial Planning Analyst,

Client Service Specialist

Personal Intro

Glastonbury, CT. office

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Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Glastonbury, CT. office

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Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

Personal Intro

Glastonbury, CT. office

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