facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Awards & Recognition

We are super excited to share that Coastal Wealth is featured in The Wall Street Journal as one of the Top 101 Best and Brightest Companies to Work For In The Nation! We’re proud to be recognized for our award-winning culture. Congrats to all of the winners!

Coastal Wealth is incredibly proud to be honored by Investment News as one of the 75 Best Places to Work for Financial Advisers nationwide! We are so proud of our team for helping us earn a spot in the top 10 among firms our size.🤩👏

#INbestplaces #financialadvice #bestplacestowork


The Jacksonville Business Journal has released its list of 2022 Corporate Philanthropists, representing the most philanthropic companies in the Northeast Florida area ranked by cash donations in 2022. Coastal Wealth is honored to be named among companies who share our values of giving back to our community. Each year we partner with a variety of charitable organizations to support their efforts as we strive to make a difference in our communities.#CoastalWealth #Philanthropy #JacksonvilleBusinessJournal

We are honored to have been selected as one of We were selected as one of 2022 Best Places to Work in Insurance.

Thank you #CoastalFamily for making this possible. Congratulations team!


Coastal Wealth is honored to be named one of the 2022 Top Workplaces by the Sun Sentinel. We are so proud of our team! #CommitedtoExcellence✨👏

We are excited to share that Coastal Wealth was selected as the #1 Best Companies for Remote Workers in 2022.  We are proud to be recognized as a company that enhances communication technology and innovative productivity in our financial professionals.🙌🎉

We are excited to share that Coastal Wealth was named one of 2022 Florida’s Best Companies To Work For! Featured in the August issue of Florida Trend magazine, the annual list recognizes companies that have been successful in creating and maintaining workplace excellence. We’re so proud of our firm for continuing to shine during challenging times.

QWe were named one of Tampa Bay's 2022 Healthiest Employers based on our proactive approach to employee health benefits and wellbeing.

Congratulations to our Chairman, Harris S Fishman and our CEO, Jeremy Straub on being honored with the prestigious Gold Chairman’s Trophy from MassMutual. We are proud of the Coastal Wealth Team for making this possible!

We are excited to share we are certified as a 2022-2023 Great Place to Work.  Our employees agree Coastal Wealth provides a great employee experience and company culture.

We are happy to share that the Jacksonville Business Journal has awarded us as one of their Healthiest Employers in northeast Florida.  We celebrate this honor as we strive to focus on corporate health and wellness.

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in Miami for 2022. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do