Scott has decades of experience working with high-net-worth and ultra-high-net worth individuals and families. His clients include successful executives, entrepreneurs, business owners, as well as professionals in the areas of medicine, law, and real estate. He provides his clients with innovative holistic wealth management strategies grounded in the valuable insight and wisdom of his experience. He is adept at addressing the complex and comprehensive needs of his clients, including tax-efficient strategies, retirement planning, intergenerational wealth transfer, and philanthropic giving.

As founder of Coastal Capital Private Wealth Group, Scott is a respected and seasoned advisor with a successful career spanning three decades. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Scott has been recognized by Forbes as a Best-in-State Wealth Advisor¹ in 2021 and 2022, underscoring his status as a highly skilled and accomplished professional. Scott leverages his knowledge and his team’s capabilities, along with his carefully cultivated professional network, and the exclusive resources available through Wells Fargo Advisors and affiliates. This enables him to deliver the out-of-the-box solutions his clients need to help them achieve their financial goals and create a legacy for the future.

Over his extensive financial services career at prestigious firms, including Morgan Stanley, JP Morgan, and now Wells Fargo Advisors, he has gained the deep knowledge, agility, insight, and invaluable perspective that can only come with experience. He is fueled by his fervent enthusiasm for the markets and consistently aspires to learn, grow, improve, and expand his knowledge to better serve his clients. He stays current on trends and forecasts, connecting his clients to innovative ideas and up-to-the-minute information that helps them understand the macro financial landscape, and empowers them to pivot in changing markets. Scott can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients.

A believer in the value and strength of enduring relationships, Scott has worked with most of his clients for decades. He is also proud to work with multiple generations within his clients’ families, which he believes serves as a testament to the elevated level of trust and confidence his clients place in him and his team.

Resourceful and relatable, dynamic, disciplined, and devoted, Scott is committed to providing financial guidance with integrity and genuine care for his clients, their businesses, and their families. He strives to deeply understand their goals and everything that influences those goals, from their passions and priorities to their responsibilities, values, and dreams, so that he can help them ensure financial decisions align with what is most important to them.

A New York native, Scott grew up in Queens and lived in New York City and in the Hamptons before he relocated to Boca Raton, Florida, in 2020 with his wife, Sammi, and their two young boys. Scott and Sammi strongly believe in giving back to their community in ways that help make a difference. They are proud supporters of many nonprofit organizations close to their hearts, including St. Jude Children’s Research Hospital, Make-a-Wish Foundation, Oceana, Magen David Adom, and Supplies for Success.

In addition, Scott has volunteered his time in leadership roles as a board member with The Michael Bolton Charities since 2017 and with South Fork Natural History Museum since 2019. Both Scott and Sammi also stay busy supporting and watching their children’s sports, including travel basketball. In his spare time Scott enjoys golf, skiing, fitness, as well as traveling and spending time with his family.

¹_{2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com) 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com)  The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Christopher works with high-net-worth and ultra-high-net-worth individuals and families focused on building, managing, protecting, and transferring their wealth. His clients include all ages and stages, with a concentration on multi-generational families and retirees interested in income and principal preservation. His client-centered approach considers each client’s unique circumstances to provide them with information, answers, and strategies they need through every phase of their lives. His goal is to help empower clients to confidently navigate opportunities, changes and challenges in the markets and their lives through holistic wealth management solutions that prioritize consistency, growth, and income from their assets.

As Managing Director and Partner of Coastal Capital Private Wealth Group, Christopher has worked for some of the industry’s most prestigious firms, including Morgan Stanley and JP Morgan, and has been with Wells Fargo Advisors since 2022. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Throughout his nearly 20-year career, Christopher has gained deep experience in several critical areas of total wealth management, including retirement planning, trust administration, complex fixed income, and capital markets. His Accredited Investment Fiduciary® designation communicates added assurance that he is steadfast in ensuring the highest ethical standards for his clients. In addition to his diverse background and AIF® designation, Christopher has been recognized by Forbes as a Top Next-Gen Wealth Advisor¹ in 2021 and 2022, further underscoring his status as a skilled and accomplished professional.

Christopher is skilled at simplifying the complexities of clients’ finances, and strives for his clients to understand their plans, and opportunities. He is passionate about learning his clients’ goals and aspirations to create a unique portfolio, relative to their goals and investing personality. Christopher can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients. And he does it all while deliberately delivering the exceptional service standard clients need, want, and deserve — and for which Coastal Capital Private Wealth Group has long been known.

Christopher builds lasting relationships with his clients based on his personal values to lead with intention, do the right things for the right reasons, and always strive to be the best he can be. At the center of Christopher’ actions is his unwavering commitment to trust, which he clearly demonstrates as a highly engaged hands-on advisor who takes genuine interest in nurturing long-term relationships with clients. Being part of his clients’ growth and helping them achieve milestone goals is what he finds most rewarding. He considers it a privilege to have the opportunity to serve clients, sharing his knowledge and insights to help them preserve and protect the wealth they’ve worked so hard to achieve.

Christopher attended Loyola University and obtained a B.B.A. in Finance from the Sellinger School of Business and Management.

A Long Island native, Christopher currently splits his time between two homes, one on New York City’s Upper East Side and one in Long Beach. Passionate about motorsports from a young age, Christopher is a licensed race car driver and member of several car clubs who frequently travels to motorsports events throughout the East Coast. He is also a high-performance driving instructor, working with students on the track and in the classroom. When he’s not in the office or behind the wheel, you can find Christopher outdoors where he enjoys a wide range of activities including boating, fishing, and snowboarding.

¹_{2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Brandon works with high-net-worth and ultra-high net worth individuals and families focused on building, managing, protecting, and transferring their wealth. His clients include successful executives and business owners of national and multinational firms, as well as professionals in the areas of medicine, law, and finance. As a Sports & Entertainment Accredited Wealth Management Advisor^SM, Brandon specializes in working with clients with unique opportunities. He takes pride in working with multiple generations within his clients’ families, valuing the opportunity to teach the family story to the next generation, help guide future philanthropic giving, and help ensure fidelity to the family’s legacy and financial mission.

A CERTIFIED FINANCIAL PLANNER^TM professional, Brandon utilizes his advanced knowledge and training to help clients shape and manage their financial priorities, providing guidance to help them make informed decisions across complex financial matters and life circumstances. A Vice President, Brandon has worked for large firms including JP Morgan, and has been with Wells Fargo Advisors since 2022.

Brandon is driven by a passion for excellence that extends to every facet of his role as a financial advisor and portfolio manager. He consistently strives to learn more, do more, and be more for his clients as he utilizes the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates. Everything Brandon does is driven by his top priority: providing clients with a completely custom holistic wealth plan that helps position them to achieve the goals and milestones that are most important to them, whether that be living life to its fullest, protecting generational wealth, planning for business succession, or creating a legacy for the future.

Paired with Brandon’s laser-focus on developing unique comprehensive goals-based wealth strategies is his commitment to ensuring each of his clients feels valued, heard, and cared for in every interaction. For Brandon, it is not only imperative but it is his nature to provide the exceptional service his clients need, want, and deserve. Brandon’s signature blend of discipline, focus and tenacity coupled with his down-to-earth disposition gives clients confidence in his devotion to understanding and prioritizing their goals.

He strives to educate clients about their options and opportunities with the goal of empowering them to make the best choices for themselves, their businesses, and their families. Brandon also regularly collaborates with clients’ attorneys, accountants, and other professionals to help ensure goal alignment and consistency of approach. He attended University of Maryland and has a B.S. in Finance and completed the University of Maryland’s Banking & Private Wealth Management Fellows Program.

A New York native, Brandon grew up in Northern Westchester and has called New York City home since 2017. In his spare time, he enjoys an active city lifestyle, playing golf, snowboarding, traveling, and spending time with family and friends.

Kathleen takes extraordinary pride in building relationships with the team’s clients. She takes the time getting to know them so she can better serve their individual needs, goals, and ideas. Professionally she thrives on the challenge of the team’s fast-paced environment, where her steadfast diligence, keen ability to stay calm under pressure, and commitment to seeing things through from start to finish are distinct advantages.

Kathleen’s background in financial services dates back to 2008 and includes experience as a capital market professional. Her time in the ETF industry, during which she achieved the position of Vice President of ETF Sales/Trading at a global bank, gives her a deep knowledge of the equity and ETF marketplace. Her insights and inputs in this area are a bonus beyond the impressive skills and talent she brings to the team’s operations and, most importantly, to ensuring every client receives exceptional service with every interaction.

As Vice President, Kathleen functions as the team’s client service concierge and dedicated business resource. She efficiently and effectively tackles anything to help clients, from answering questions and opening accounts to moving money and more. In her role Kathleen takes the lead on upholding the team’s commitment to providing the white glove service clients have come to expect, as well as the responsiveness, reliability and professionalism clients deserve. Kathleen has been with Wells Fargo Advisors since 2022 and previously worked for JP Morgan.

A former Division I lacrosse player, Kathleen credits her competitive sports career with shaping her work ethic today, including can-do attitude for which she is known. Her credentials include FINRA Series 3, 7 and 66, and she is a licensed New York real estate agent. Kathleen attended Villanova University and obtained a B.A. in English.

A Long Island native, Kathleen currently lives in Port Washington with her husband, Frank, and their three young daughters. In her spare time Kathleen enjoys playing tennis, volunteering with her daughters’ sports teams, and spending time with family in Montauk, where she got married and frequently visited throughout her childhood.

Andy takes pride in his commitment to personal accountability and always aspires to deliver expectations. His high-level of engagement and responsibility align with the team’s promise to deliver first-class, white glove service to every client. Andy strives to provide an exceptional and professional service experience with every interaction.

As a Registered Client Associate, he has been part of Wells Fargo Bank, N.A. and Wells Fargo Advisors since 2013, including eight years on the banking side of the business. Andy’s expertise allows him to leverage his financial services experience to bring unique product knowledge to the team to better serve the clients.

Andy is known to his team and their clients as the “go-to-go-getter.” A skilled multi-tasker with an unflagging work ethic, Andy is always at-the-ready to get things done. He is timely to respond to a request, find an answer, solve a challenge, and reliably complete what is asked of him. Actively engaged in all phases of client account maintenance and operations, Andy is dependable, whether assisting clients by phone, supporting the team’s financial advisors, or diligently working behind the scenes.

During his years in banking, Andy honed his ability to work in a fast-paced environment, becoming skilled at pivoting and seamlessly adapting to shifting timelines and responsibilities. Additionally, he learned the importance of building relationships with people, and the value of establishing meaningful connections based on trust and confidence — which continue to be an essential focus for him in his role today. His credentials include Series 6, 7, 63 and 66, and he attended West Los Angeles College.

A native of Venice Beach, California, Andy and his wife, Paola, relocated from California to Port St. Lucie, Florida, in 2021. Andy’s family is from Honduras, and Paola’s family is from El Salvador, and both are fluent in Spanish. They both believe in giving back to their community and work with students through their church. Honoring and paying forward similar support they had as young people, both Andy and Paola lead high school seniors, providing school and life guidance and encouragement for the students. In their spare time they like to go fishing, play board games, explore local real estate, and spend time with friends. Andy also enjoys kayaking and playing the guitar.