Kristen joined our team in September of 2012. She has over 20 yrs of investment experience. Kristen handles the coordination of all client meetings, handles trades and transactions and provides support for Coastal Wealth Management's day to day operation of the practice to ensure a consistent level of client service.
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.
Ana joined the Coastal Wealth Management team in 2015 and has been a part of Ameriprise Financial since 2003. She has over 25 years of industry experience.
Ana is instrumental in delivering a world-class client experience. She prides herself on going above and beyond to ensure the clients’ needs are met and a positive atmosphere is secured.
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.
Nick joined the Coastal Wealth Management team in 2019 and has been a part of Ameriprise Financial since 2010. He has over 15 years of industry experience.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only
use the information you are providing to send offers we believe are relevant to you and, if
you become a client, to send you information about your accounts.
Direct URL to this form:
The initial consultation provides an overview of financial planning concepts. You will not
receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures |
website rules and regulations |
privacy and security center |
about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation
by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
written analysis and/or recommendations.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose.
will be notified of your referral but will not receive your friend's contact information.
Direct URL to this form:
We will only contact your referral if they request a consultation through our website or call our office.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2020 Ameriprise Financial, Inc.