Coastal Capital Group, Inc. expands their presence south of Boston

DANVERS, MA, USA, December 18, 2015 /EINPresswire.com/ -- Coastal Capital Group, Inc. is pleased to announce that Kimberly A. Segal has joined its team as Director of Relationship Development. Kim has an extensive background in the financial industry and brings a strong passion for maintaining long-term relationships with her clients. A CERTIFIED FINANCIAL PLANNER® with more than twenty years experience in wealth management, Kimberly is devoted to helping people manage their financial lives and goals.

"The ability to join a firm that understands the emotional and technical aspects of personal financial management is incredibly important to me. I am thrilled to be part of such an accomplished and caring team," added Kimberly.

Coastal Capital Group, Inc. was established in 2005. The firm’s purpose is to help guide their clients toward financial confidence obtained from knowing they have a clear strategy for pursuing their goals. Today they serve as steward to more than $1.2 Billion in assets for individuals, families and institutions throughout the country.

"As Coastal Capital Group’s client base grows, it is imperative for us to continue to support our relationships with the quality, attention and expertise they deserve. The addition of Kimberly will help us to do so and expand Coastal Capital Group's presence south of Boston," said Founder Dave Caruso.

Please join Dave Caruso, Founder; James Horrocks, CEO and Neil Tremblay, Managing Director in welcoming Kimberly.

www.coastalcapitalwealth.com


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coastal Capital Group, Inc. a registered investment advisor and separate entity from LPL Financial.



Press release courtesy of Online PR Media: http://bit.ly/1PdNgAK

Kathleen Asack
AmplifyRIA, LLC
508.521.4217
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