RAYMOND JAMES

Raymond James & Associates is one of the leading, full-service investment firms in the United States. Established in 1962, it is a Florida-based company that offers financial planning services. The company also provides open-end mutual fund research solutions. Raymond James & Associates offers securities distribution services. The company provides clearing solutions. It maintains more than 2,000 locations throughout the United States, Canada and overseas. Raymond James & Associates is a member of the Securities Industry Association, Financial Industry Regulatory Authority, National Futures Association, and Securities Investor Protection Corporation. It manages a staff of over 4,500 employees. The company is a wholly owned subsidiary of Raymond James Financial.

The Coastal Financial Strategies Group's mission is to create a collaborative team structure that delivers valuable, insightful, and impactful investment and retirement income strategies within our community and amongst their clients and peers.With a focus on planning, value, and open communication, we believe that your wealth management plan should be as unique as your current and future financial situation, goals, and needs. To do this, we couple our experience with Stifel's robust resources to help you pursue your short- and long-term goals.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy