Published on 09-11-2019
Categories: Coastal News
Coastal Wealth Management, available through CFS*, is the recipient of the Impact Award for the Branch Referrals category, presented by CUSO Financial Services, L.P. This is the third consecutive year that Coastal Wealth Management has earned an Impact Award.
Additionally, CFS* financial advisors Jonah Kaufman and Martin Gabel were recognized with bronze and silver level Pacesetter Awards for meeting production goals and providing outstanding client service.
Coastal Wealth Management was selected for high quality and exceptional results attributed to 2018 marketing accomplishments. Award criteria looked at how well they used targeted campaigns to connect branch members to each advisor.
The awards were presented at the CFS 2019 Annual Conference in San Diego in August. Wealth Management Operations Manager, Ewelina Caplap, was a guest speaker at the conference in which she presented “Creative Ways to Promote Your Advisors and Branches”. Additionally, MaryAnne Gangoy, VP of Wealth Management, was part of a program manager Q&A panel on program best practices titled “Committing with Purpose to Your Growth Strategy”.
Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967 with the mission of fostering the credit union philosophy of “people helping people.” Today, with $3.25 billion in assets, Coastal serves 265,000 members from 1,700 business partners and is among the leading financial institutions in North Carolina. Coastal operates 23 branches in central North Carolina and serves members in all 50 states through a network of 5,000 shared branches, 80,000 surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.