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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.

 

Our Personalized Financial Planning Process
Focused on What Matters Most to You

In designing your individual financial plan we start where you are now and look ahead to where you want to be. It's that simple. In general, the process falls into four stages:

1. The first and most important step is simply getting acquainted. It's essential for us to know you and understand your overall financial picture. That means more than just your income and expenses; we'll ask about your financial goals, your if-I-had-three-wishes dreams ... your attitudes about spending and saving ... your tolerance for financial risk ... and your questions about investing.

Together, we'll set some reasonable expectations and goals for your financial plan. At the same time, we want you to get to know us – not just our credentials, but our personal styles, our service philosophy and the ways we can help you. We want you to be confident that we're the right partners for helping you build your financial future.

2. Based on our discussion, we'll create a personalized plan that reflects what we've learned about you and what you want, both now and in the future. The plan will include a portfolio of investments chosen to produce results that fit your goals. We'll review the plan in detail with you, answer any questions and make any changes you request.

3. Once you give us the go-ahead, we'll put your plan into action. We'll continually monitor your portfolio and update you regularly on your plan's progress.

4. When changes occur in the market or your circumstances, we'll recommend adjustments to your plan as needed.

Throughout this process, we'll be responsive to your questions and concerns. We'll work hard to ensure that you receive the most knowledgeable, attentive and professional service available.