Coastal Wealth, A member of the MassMutual Financial Group        

CONNECT

Address:

92300 Overseas Hwy Suite 301
Tavernier, FL 33070

Phone:

(305)771-7013

Fax/Other:

(305)771-7043

About Wil

Business Philosophy

My goal is to provide families and business owners with assistance in building their financial freedom and become  a  lifetime trusted resource for their financial strategies.  

I am ardent when using  my  knowledge  and resources to help protect my clients financial welfare. Together with my advance solution team of professional specialist, we strive to learn about our  clients  through a comprehensive  discovery  process and then empower them with the necessary information and strategies to help them make informed choices that address their risk , wealth management, business, protection and retirement objectives.  

I hold the Financial Industry Regulatory Authority Series 7, 66 securities registrations through MSI Financial Services, inc. Additionally, I hold Life, Variable Annuity and Long Term Care Insurance Licensing in the state of Florida and I earned an Accredited Asset Management SpecialistSM designation from the College of Financial Planning. My services include but not limited to fee base financial planning,  income protection strategies, retirement planning, portfolio management, tax mitigation,  insurance and legacy strategies... 

 

Personal

  • 13 Years in the Financial Service Industry
  • 27 Year resident of Monroe County Florida
  • Enjoy boating, sport fishing, reading and chess.
  • Board of Director GTTSHOA
  • Volunteer  at San Pedro Parish in Islamorada

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck