Map & Directions | Contact Us | Investor Access
Coast Wealth Management Group of Raymond James & Associates, Inc.
Home Our Process Philosophy About Us Resources News
818 A1A North, Veranda Bldg B, Suite 302, Ponte Vedra Beach, FL 32082

Investor Access
Log in here for convenient, up-to-date details about your Raymond James accounts.


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.

 

Our Investment Philosophy

When it comes to planning for retirement, we believe in building a balanced portfolio that will produce consistent short- and long-term results – not chasing the latest hot stocks. We'll bring energy and creativity into finding the unique mix of investments and other financial tools that's right for you. In doing that, we'll take into consideration all that we've learned about your unique circumstances, preferences and values.

Ultimately, your financial plan should:

  • Relieve you of financial worry,
  • Manage your financial risk,
  • Foster future security and independence, and
  • Meet your goals and make your dreams possible.

Above all, your investment philosophy is rooted in serving you – not in promoting any specific type of investment or any brand of investing style.