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Coast Wealth Management Group of Raymond James & Associates, Inc.
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818 A1A North, Veranda Bldg B, Suite 302, Ponte Vedra Beach, FL 32082

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Jerry Gause

Jerry Grause
Financial Advisor
Jerry served 21 years in the United States Navy before launching his civilian career in financial services.
Read about Jerry.


Troy Gibbs

Troy Gibbs
Financial Advisor
I want to create lasting relationships of trust and confidence with each of my clients and their families.
Read about Troy.


Misty C. Holt
Senior Client Service Associate
Read about Misty.

 

Enjoying life. Isn't that what all of us want in retirement?
At Coast Wealth Management of Raymond James & Associates, we help our clients make educated decisions about their money - to help provide the freedom and independence to enjoy the rewards of their hard work. We'll address the questions foremost in your mind as you contemplate retirement, questions like:

  • Will I have enough money to meet my expenses and still have the lifestyle I want?
  • How can I provide for my family, now and after I'm gone?
  • What should I do to prepare for the unexpected, like an accident or long-term illness?
  • Can I reduce what I'm paying in taxes and put that money to better use?
  • What types of investments are best for me?

We think working with your financial advisor should be easy and enjoyable, not complicated. As we help you answer these questions, you'll find that we offer the same services as larger firms - but with a comfortable, personalized style and an eye on minimizing your costs. Our goal is to help you gain peace of mind from a trustworthy partnership and a stress-free process, so you can feel comfortable with your financial plan and investment decisions.