Originally from Atlanta, Troy moved to Jacksonville in 1996 and began his career as a financial advisor for one of the nation's largest financial firms. After recognizing a need to provide clients with a higher level of personal service, Troy joined forces with Jerry Grause to form Coast Wealth Management Group. With two decades of investment experience, Troy holds a bachelor's degree in business from Valdosta State University in Valdosta, Georgia. He is a Certified Estate Planner™ professional and also holds series 7, 63, 65, 9, 10, and insurance licenses.
Troy and his wife, Jennifer, live and work in the Jacksonville-Ponte Vedra Beach area. They share two young daughters and a son. When not working for his clients or involved in family activities, he enjoys fishing and working on local charity golf committees.
Coast Wealth Management's affiliation with the national, independent firm of Raymond James creates significant advantages for you. Most important, it enables Jerry and I the ability to suggest investment choices based on what's truly best for you, not on selling a particular company's products. We also have access to Raymond James' extensive investment research and market analysts. This allows us to provide you with great resources such as; Financial Planning Calculators, a Weekly Market Snapshot Newsletter, Financial Journeys quarterly publication, and Raymond James' Analysts podcasts & commentaries. We want to help provide you the freedom and independence to enjoy the rewards of your hard work.
I want to create lasting relationships of trust and confidence with each of my clients and their families. When I go to work for them, I bring a visible level of energy, a keen sense of urgency, and a strong work ethic to the task. My goal is to deliver the highest levels of both personal service and professionalism, because I know my performance is ultimately measured by my clients' satisfaction.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.