Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Family Finances

Awards & recognition

  • Marilyn Neckes, AdvisorHub Advisors to Watch (under $1Bil), 2025

Community participation

Ameriprise National Day of Service

Honored to be recognized in AdvisorHub magazine

The Coastal Group team would like to congratulate Marilyn Neckes on being named to the 2025 AdvisorHub Advisors to Watch (under$1Bil) list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No.1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.