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Our Management Team

Grace Staten, FSCP® Photo

Grace Staten, FSCP®

VP of Marketing
Noah Kahn Photo

Noah Kahn

VP of Business Development
Neil E. Weiss Photo
Read Bio

Neil E. Weiss

VP of Coastal Consulting
Neil E. Weiss

Neil E. Weiss

Managing Partner

P: (561) 207-2493
E: NeilWeiss@mycoastalwealth.com

Business Philosophy

My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As the Managing Sales Director, I am responsible for recruiting professional sales personnel for the agency and developing marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, especially focused on quality customer contact. We are focused on becoming a lifetime resource for each and every client.

  • 18 year resident of Delray Beach, FL
  • Family: Spouse: Lisa
  • Children: Savannah & Forest
  • Hobbies: Golf, Tennis, Stocks, Travel

Products and Services

  • Fixed and Variable Annuities
  • Charitable
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding 529 Plans
  • Group & Individual Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump-Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Unit Investment Trusts
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

Our representatives will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.

Qualifications

  • 17 Time Leaders Conference Qualifier (1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012)
  • 2 Time Management Conference Qualifier (2008, 2009)
  • Life Member of Million Dollar Round Table
  • Member of AEPi S. FL Alumni Association
Marc Vigeant Photo

Marc Vigeant

Recruiting Director
James Winstel Photo

James Winstel

Managing Partner
Jason Auricchio, ChFC®, CFP® NFLPA Photo

Jason Auricchio, ChFC®, CFP® NFLPA

Managing Director
Christopher Lewis Photo

Christopher Lewis

Sales Manager
Jason Falick Photo

Jason Falick

Managing Director
Brandon Kuhn Photo

Brandon Kuhn

Managing Director
Jean Cadet Photo

Jean Cadet

Managing Associate
Wemerson Aguir Photo

Wemerson Aguir

Managing Associate
Erla Alcime Photo

Erla Alcime

Managing Associate
Ernest Brierre Photo

Ernest Brierre

Managing Associate
Lester Hamrick Photo

Lester Hamrick

Managing Partner