Coastal Hires Jim Campone as VP, Wealth Management

by Joe Mecca

VP, Communication / Company Spokesperson

6.22.2022
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Coastal News

Coastal Wealth Management, available through CFS*, has hired Jim Campone as VP, Wealth Management.  He will lead Coastal’s wealth management team in providing members with financial planning, investments, retirement, estate planning, trust and asset protection services.

Campone is an industry veteran with over 25 years’ experience, focusing on the successful growth and integration of investment services programs within financial institutions.  His experience includes working with trust and investment services, 401(k) and retirement plans, as well as life and property/casualty insurance.

He has worked collaboratively with credit union leadership nationwide to achieve optimal growth and efficiency by leveraging industry best practices and benchmarking to identify areas of growth and opportunity.  He has worked directly with executive leadership to provide strategic guidance in areas that include: business modeling and forecasting, integration of wealth management as a core service offering, staffing and compensation models, data mining and marketing, building collaborative partnerships, and coaching advisors for peak performance.

Campone is a graduate of Siena College, where he earned a BA in Political Science and Government.

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About Coastal
Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967 with the mission of fostering the credit union philosophy of “people helping people.”  Today, with $4.75 billion in assets, Coastal serves 312,000 members from 1,800 business partners and is among the leading financial institutions in North Carolina.  Coastal operates 23 branches in central North Carolina and serves members in all 50 states through a network of 5,000 shared branches, 30,000 surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.