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



Our advisors

Jason Cerniglia, Private Wealth Advisor serving the Mystic, CT area - Ameriprise Advisors

Jason Cerniglia

CFP®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Learn more about Jason Cerniglia Visit Jason Cerniglia's website
Bryan Lauriat, Financial Advisor serving the Mystic, CT area - Ameriprise Advisors

Bryan Lauriat

APMA®

Financial Advisor

Managing Director of Coastal Wealth Management
Learn more about Bryan Lauriat Visit Bryan Lauriat's website
Eric Moreira, Financial Advisor serving the Mystic, CT area - Ameriprise Advisors

Eric Moreira

CRPC®, APMA®

Financial Advisor

Learn more about Eric Moreira Visit Eric Moreira's website
Michael Kelley, Financial Advisor serving the Mystic, CT area - Ameriprise Advisors

Michael Kelley

APMA®

Financial Advisor

Learn more about Michael Kelley Visit Michael Kelley's website

Our team

Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer
Owen O'Donnell

Owen O'Donnell

Client Service Specialist,

Paraplanner
Rollinda Candales

Rollinda Candales

Marketing Manager,

Client Concierge

Personal Intro

Rollinda joined the Coastal Wealth Management Team in February 2014. Rollinda manages all marketing for the company and she brings along exceptional customer service and assists the team in scheduling and client service.

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Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Carolyn joined the Coastal Wealth Management team in 2019 and has been a part of Ameriprise Financial since 2006. Carolyn takes pride in delivering high quality client service and establishing long lasting relationships with clients.

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Marla Charron

Marla Charron

Financial Planning Analyst,

Paraplanner
Russell Morris

Russell Morris

Client Service Specialist,

Paraplanner
Andrew Elish

Andrew Elish

Client Service Specialist,

Paraplanner