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Unlike other companies, Coastal Wealth Management advisors are salaried employees of Coastal Federal Credit Union. This unique approach gives us the independence to provide objective advice.
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Financial Advisors

Martin Gabel, CFP®

Martin Gabel, CFP®

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-657-1058
2339 Davis Dr
Cary, NC 27519
mgabel@coastalfcu.org

For an appointment or immediate service, call Marcellus Harris, Registered Sales Assistant (919) 882-6909.

David Burk

David Burk

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
(919) 281-2563
5316 Page Rd
Durham, NC 27703
dburk@coastalfcu.org

For an appointment or immediate service, call Marcellus Harris, Registered Sales Assistant (919) 882-6909.

Tom Gervase

Tom Gervase

Financial Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-595-1435
3125 Shannon Road
Durham, NC 27707
tgervase@coastalfcu.org

For an appointment or immediate service, call Marcellus Harris, Registered Sales Assistant (919) 882-6909.

Jonah Kaufman

Jonah Kaufman

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-744-2704
7451 Creedmoor Rd
Raleigh, NC 27612
jkaufman@coastalfcu.org

For an appointment or immediate service, call Jaclyn Wilson, Registered Sales Assistant (919) 882-6911.

Kelly Sullivan, CLU

Kelly Sullivan, CLU

Insurance Specialist
Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-744-2705
7451 Creedmoor Rd
Raleigh, NC 27612
ksullivan@coastalfcu.org

For an appointment or immediate service, call Jaclyn Wilson, Registered Sales Assistant (919) 882-6911.

Nic Gates

Nic Gates

Client Relations
Registered Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-865-7753
1000 St Albans Dr. Suite 101
Raleigh, NC 27609
ngates@coastalfcu.org

Apryl McDonald

Apryl McDonald

Client Relations
Registered Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
919-882-6652
1000 St Albans Dr. Suite 101
Raleigh, NC 27609
amcdonald@coastalfcu.org

Available through CUSO Financial Services L.P. Located at Coastal Federal Credit Union. Trust Services offered through Member's Trust Company. 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. FR071007-11F4 Representative is not an attorney. For legal questions, including a discussion about estate planning or trusts, please consult your attorney.