MassMutual Southeast Coast Merges With Coastal Wealth
Jacksonville, FL, February 1, 2020 – Three independent financial services firms operating as general agencies of Massachusetts Mutual Life Insurance Company (MassMutual) have announced they are joining together to create one of the largest insurance and wealth management firms in the southeastern United States. Coastal Wealth, MassMutual Southeast Coast and MassMutual South Florida will now operate under the name Coastal Wealth.
Newly appointed Chairman Harris S. Fishman and Founder/CEO Jeremy Straub bring a combined 50 years of financial services expertise to the community and will lead Coastal Wealth with a team of over 450 advisors, managers and support staff. The firm will now service $10 billion of assets from over 200,000 clients across 27 offices through Florida and Georgia. The firm’s headquarters will be based in Fort Lauderdale, Florida.
Harris Fishman successfully led MassMutual Greater Philadelphia for twenty years. Jeremy Straub has successful led the Coastal Wealth firm based in Forth Lauderdale since 2015 and was named a South Florida Business Journal 40 Under 40 honoree in 2017. Roger Dominey will continue to lead the North Florida and Georgia markets for the new firm. Roger successfully led Financial Design Associates and MassMutual Southeast Coast in Jacksonville for over 20 years.
About Coastal Wealth: A full-service financial services agency, Coastal Wealth is one of the largest insurance and wealth management firms in the southeast. They have a team of more than 450 financial professionals in 27 offices across Florida, Georgia, Alabama and South Carolina.
To learn more about career opportunities at Coastal Wealth, visit https://www.mycoastalwealth.com/careers.
Coastal Wealth is on Facebook, LinkedIn, Twitter and YouTube
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.
Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.sipc.org 200 W. Forsyth Street, Suite 600, Jacksonville, FL 32202, 904-998-7300.