Coastal Credit Union
Coastal Credit Union

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Coastal Wealth Management Advisors Earn Awards for Outstanding Performance

by Joe Mecca

VP, Communication / Company Spokesperson

1.30.2023
|
Coastal News

Coastal Wealth Management, available through CFS*, announces two of its investment advisors are the recipients of Pacesetter Awards, presented by CUSO Financial Services, L.P. This is the 9th consecutive year that Coastal Wealth Management advisors have earned this recognition.

The annual Pacesetter Awards honor top-producing advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to members.

CFS* Financial Advisors Jonah Kaufman and Catherine Bryant earned Gold Pacesetter Awards for meeting and exceeding production goals and providing outstanding client service.

“We are so proud of Jonah and Catherine for earning this honor for the second year in a row. They are both constantly seeking ways to help our members succeed in every stage of their financial journeys and we’re thrilled to have their hard work recognized again with the Gold Pacesetter

Wealth Management

Take the mystery out of financial planning by turning to Coastal Wealth Management available through CFS*

Learn More about Wealth Management

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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 $4.6 billion in assets, Coastal serves 323,000 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 5,500 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.