Community Investor Relations Insurance Contact
Coastal Bank and Trust would like to introduce our clients to Coastal Bank & Trust Wealth Management. Effective March 1, 2023 Gavin Langley will serve as Coastal Bank & Trust’s Wealth Management partner. Gavin Langley earned the AIF® designation in 2018 and holds Series 7 and 66 securities registrations through Capital Investment Group. In addition he holds life, annuity, and long-term care insurance through his state licenses.
With Coastal Bank & Trust Wealth Management our process is simple but thorough. We listen to our clients and engage in collaborative conversation to identify financial goals and aspirations in order to design the financial plan that is right for you and your family. The financial plan parameters we establish together will help make sure you stay on track throughout all phases of your financial journey.
Let us introduce you to Gavin.
Advisory services through Sollinda Capital Management, LLC. Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC. 100 E. Six Forks Rd., Ste. 200 Raleigh, NC 27609. Sollinda Capital Management, LLC is not affiliated with Capital Investment Group, Inc. Investments are NOT FDIC insured, NOT bank guaranteed, NOT deposit products and may lose value. The material contained on this website should not be misconstrued as financial advice or an offer to sell any product.
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