Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Coastal Wealth Advisors, LLC is a South Carolina Registered Investment Advisor with an office in beautiful Johns Island – just a few minutes outside of historic downtown Charleston. But just because we’re located here, doesn’t mean you have to be. We work with clients in a dozen different states through a combination of face-to-face and web-based consultations. We’ll even happily come to you. Or better yet, come to us and then hit the beach. It’ll be a vacation for you and your finances.
Before I go too further, let me introduce myself. Hi there! I’m Justin Follmer, founder of Coastal Wealth Advisors....
Benjamin Street (CRD# 5165258) is an Investment Advisor Representative working at Ground Swell Capital, LLC in Folly Beach, SC and has over 10 years of experience in the finance industry.
Thomas Ransone (CRD# 4008306) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Folly Beach, SC and has over 17 years of experience in the finance industry.
Edward Guidry (CRD# 6115213) is an Investment Advisor Representative working at Kingsview Asset Management in Charleston, SC.
Originally from New Orleans, Louisiana, Eddie Guidry began learning the discipline and organization that would become the foundation of his investing philosophy when he joined the Army at the age of 17. Eddie proudly served as an engineer before he was honorably discharged after 8 years of service. After his time in the army he then went back to school to study finance at NVCC.
After graduation Eddie spent eight years in banking working as a wholesale mortgage advisor...