A personalized approach to managing wealth

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

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Pictured from left to right:
Jonathan A. Murodck and Morgan Murdock

A personalized approach to managing wealth

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Pre-Retirees

Pre-Retirees

06/10/2018
Helping you and your family prepare for the coming years in retirement.
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Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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Money Managers

Money Managers

06/08/2018
Providing objective, strategic advice and operational support as needed
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Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
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Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Institutions & Businesses

Institutions & Businesses

06/08/2018
Trusted and comprehensive guidance to support your needs and mission
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Venture Capital

Venture Capital

06/08/2018
Our intense client focus and ability to work closely with specialists enable us to solve problems as they arise and deliver a seamless experience.
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It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Coastline Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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