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Our Private Client Group,
a Division of Coastal Wealth

WHY WORK WITH THE PRIVATE CLIENT GROUP


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Services

  • Wealth Management
  • Advanced Insurance Planning
  • Family Office Capabilities
  • Business Evaluation
  • Business Planning Strategies
  • Comprehensive Financial Review
  • Legacy Planning & Trust Services
  • Holistic Financial Planning
  • Premium Financing
  • Charitable Giving

Benefits

  • Priority access to Coastal Wealth's Planning Solutions Group
  • Advanced Insurance Planning
  • Family Office Capabilities
  • Business Evaluation
  • Business Planning Strategies
  • Comprehensive Financial Review
  • Legacy Planning & Trust Services
  • Holistic Financial Planning
  • Premium Financing
  • Charitable Giving

Coastal Wealth Private Client Group, a division of Coastal Wealth, provides customized solutions for businesses owners, high net worth individuals, and athletes. Those with significant wealth face unique challenges that require an integrated approach of specialists with diverse skillsets. With our 100 + years of combined experience, including CPAs*, CFP's, CFA's, JDs*, & MBA’s, Coastal Wealth's Private Client Group Division delivers efficient and sustainable strategies, tailored to your individual needs.

Our team is highly skilled in complex areas like business continuation and succession planning, tax strategies, executive benefits, estate planning, and charitable giving. We also emphasize tax conscious portfolio analysis, asset protection, and risk management strategies to help ensure that the wealth you built is not depleted by eroding factors such as taxes, fees, and inflation.

Whether you are looking to take your success to the next level, facing an isolated complex situation, or simply looking to identify areas of high risk in your current plan, Coastal Wealth's Private Client Group Division has the resources and capabilities to help the financial outcome for you, your family and future generations.

Requirements for Client Private Group’s High Net Worth Investors  

  • Minimum net worth $5 million or above

Contact Us


Alejandro Mendieta Photo
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Alejandro Mendieta

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
Alejandro Mendieta headshot

Alejandro Mendieta

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

P: (954) 938-8800
E: amendieta@mycoastalwealth.com

Alejandro Mendieta is the President of the Private Client Group division of Coastal Wealth, a MassMutual firm. Leading one of the largest financial services firms in Florida, Alejandro serves his team of financial professionals and clients through holistic financial planning, custom tailored insurance solutions, disciplined investment strategies and proactive personal service.

For years, Alejandro has been asked to share his insights and formulas for growing an exceptional holistic practice with leading financial professionals in the industry. Alejandro’s proven track record has led him to become one of the top-ranked registered representatives in the country by his previous firms, LPL Financial and Metlife Premier Client Group. Currently, he has consistently been recognized year after year as one of the top-ranked financial professionals in the country by Massachusetts Mutual Life Insurance Company (MassMutual), qualifying for Blue Chip Council and Society 1851 in 2017, 2018 and 2019. He has also received countless other accolades, including the 2017 Coastal Wealth Managing Director of the Year Award and recognized for his achievement in sales as the 2016, 2017, and 2018 Top Overall Financial Advisor and Financial Planner by Coastal Wealth. Alejandro has been published in various media outlets such as MSN Noticias, El Nuevo Herald, Hispanic Network Magazine, Miami Diario, and Negocios en Florida. He is one of the most celebrated and respected financial professionals and executives in his community — and is a sought-after leader, speaker, and financial planner. 

He also recognizes the importance of serving others. Alejandro is a member of the Executive Board of Directors for Boy Scouts of America South Florida Council, a member of the Board of Directors for the Zoo Miami Foundation and was appointed in 2020 as a commissioner for the inaugural Millennial Debt Commission. In 2017, Alejandro was named the Leukemia and Lymphoma Society’s Philanthropist of the Year, 2017 Hispanic Heritage Award by Boy Scouts of America, 2018 MassMutual Gold Community Service Award, 2018 Pacific Life Foundation Recipient, and earned the highest honor awarded by the Commonwealth of Kentucky, commissioned as a Kentucky Colonel.

Alejandro earned the key to Miami-Dade County and the City of Miami, was named a South Florida Business Journal 40 under 40 Honoree, earned the Ron Magill Zoo Goodwill Ambassador distinction and received a certificate of appreciation from the City of Miami honoring and recognizing Mr. Mendieta as a great community leader.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated co mpanies. Alejandro Mendieta is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org.  1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202303-280497

Chad Tourin, JD* , CPA* Photo
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Chad Tourin, JD* , CPA*

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
Chad Tourin, JD* , CPA* headshot

Chad Tourin, JD*, CPA*

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

P: (954) 558-8333
E: ctourin@mycoastalwealth.com

Chad Tourin is President of the Private Client Group division of Coastal Wealth, a MassMutual firm.

As a former practicing CPA and attorney, Chad brings a wealth of knowledge to his financial planning practice, where he specializes in working with business owners and high net worth individuals. Chad develops customized strategies for the advanced planning needs of his clients and has extensive experience in asset protection, buy-sell and, exit planning, wealth management, executive benefits, legacy planning, and premium financing.

Since joining Coastal Wealth in 2018, Chad has perennially ranked amongst the top financial professionals in the country, most recently being recognized for his sales achievements as 2020’s Advisor of the Year for Coastal Wealth. Nationally, he qualified for Blue Chip Council in 2019 and 2020 and became a member of Society 1851 in 2019 and 2020 or being recognized as one of the top 250financial professionals at Massachusetts Mutual Life Insurance Company (MassMutual). Chad has also been published on various media outlets such as US News & Report, Yahoo Finance, Voyage MIA, and is regularly asked to provide commentary on the Mass Mutual blog.

Serving the organization and the community is a passion of Chad’s, particularly when it comes to providing financial education to underserved demographics. Chad is a regularly invited to speak at graduate-level programs, most notably as the financial resource to several programs at NovaSoutheastern University, where he educates the students on financial strategies to get their careers off to a fast start. He also regularly conducts workshops throughout the community, including interactive“Money Skills” events for young children to promote financial literacy in the youth.

Chad also helped form and serve on the Board of Directors for Team Henry and The Tooth Healer For Children Around the World, not for profits with the similar missions of improving the health and well-being of children. He is also actively involved at his synagogue, Temple Dor Dorim in Weston, FL.

Chad graduated the University of Florida in 2007 with a Bachelor’s and Master’s degree in accounting and obtained his CPA* license in 2008. He later went on to attend Florida International UniversityCollege of Law and in 2013 became a member of the Florida Bar. Chad lives in Weston with his wife, Katie, and daughters, Olivia and Hannah. In his free time, he enjoys spending time with his family, golfing, traveling, playing flag football, and watching his New York sports teams.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Chad Tourin is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC.www.sipc.org.. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. (954) 938-8800 *Licensed but not practicing on behalf of MassMutual, MML Investors Services, LLC. CRN202407-562353

* Licensed but not practicing on behalf of MassMutual or MML Investors Services, LLC.

Dr. Jason Heller, Ph.D., CFP®, CIMA®, MSFS, ChFC®, CLU Photo
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Dr. Jason Heller, Ph.D., CFP®, CIMA®, MSFS, ChFC®, CLU

Senior Executive Vice President
Neil E. Weiss headshot

Dr. Jason Heller, Ph.D., CFP®, CIMA®, MSFS, ChFC®, CLU

Senior Executive Vice President

P: (954) 689-9409
E: JasonHeller@mycoastalwealth.com

As the Head of Coastal Wealth's Planning Solutions Group, a Division of Coastal Wealth, Dr. Jason Heller plays a critical role at Coastal Wealth, leading a professional team of para-planners, product line specialists, financial planners and advance market professionals, who work together to help you make informed decisions that can help maximize your client relationships. Jason’s experience includes the development and implementation of strategies to help clients achieve their goals of growing, preserving and transferring their wealth.

Prior to joining our firm, Dr. Heller worked as an Investment Specialist at MassMutual South Florida and Guardian Life Insurance after managing his own private practice for several years. In 2007, Guardian named Jason their National Investment Specialist of the year. Jason is a lifetime qualifying member of the Million Dollar Round Table and a qualifying member of the Court of the Table in years 2010/12/14/15/16/17/18/19/20 and 2021. Jason has qualified for Top of the Table once (2021).

Dr. Heller is not only a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), he has earned thirty industry designations, including the Certified Investment Management Analyst® (CIMA®), a designation given jointly by the Wharton School of Business and the Investments & Wealth Institute, along with the Retirement Income Certified Planner (RICP). Jason has received his Ph.D. from the American College (’20) in financial and retirement planning. He also has two Masters degrees in Financial Services from the Institute of Business & Finance (’05) and the American College (’16).

Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Jason is married to Jessica, a third-generation Massachusetts Mutual Life Insurance Company (MassMutual) agent. They live in Ft. Lauderdale with their two children, Cameran and Jackson. A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. [Reg. Rep. Name] is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202303-280499

Reed Willett Photo
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Reed Willett

Vice President - Planning Solutions Group, a Division of Coastal Wealth
Reed Willett headshot

Reed Willett

Vice President - Planning Solutions Group, a Division of Coastal Wealth

P: (954) 308-7143
E: rwillett@mycoastalwealth.com

Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis. After just over a year as a broker, he accepted a position on the trading desk at Simmons First National Bank, where he eventually became the Head Trader overseeing municipal, corporate and mortgage trading operations. He also revived the Bank’s Municipal Underwriting Desk and began bringing issues that raised money for rural school districts.

Since 2016, Reed has held various key positions with Coastal Wealth, a MassMutual firm, one of the fastest-growing MassMutual firms in the Southeast United States. Reed serves as Vice President of the firm’s Planning Solutions Group as an Investment Specialist. With his robust experience on a fixed income trading desk, compliance and operations, extensive knowledge of annuities, and financial planning, he has become a key valued member of Coastal Wealth’s Private Client Group, a division of Coastal Wealth. He is a frequent lecturer and speaker to our team of financial professionals conducting numerous education series and advanced concepts.

Reed takes pride in being able to isolate unique opportunities for our high-net-worth clientele. He specializes in reviewing existing financial plans, developing comprehensive financial and situational plans designed to help optimize the client’s overall financial position and legacy.

His passion for serving others and experience in various areas of the financial services industry has led Reed to be an integral team player of Coastal Wealth’s Private Client Group by supporting our high-net-worth clients and business owners with comprehensive legacy planning, charitable giving, advanced estate planning, comprehensive annuity analysis with multiple insurance carriers and different tax-efficient strategies.  

Reed takes great pride in our commitment to our clients by providing unparalleled client service through our guiding principle of securing our client’s legacy and protecting the ones they love most – family and community. He is active in his local community, and participates in various philanthropic causes – including, but not limited to Fruitful Field, Loaves & Fishes and Habitat for Humanity. He is an avid golfer, food enthusiast and loves to travel.

Anh Nguyen, CFA, CFP®, MBA Photo
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Anh Nguyen, CFA, CFP®, MBA

Investment Director Certified Financial Planner Professional | Wealth Management Advisor

Anh Nguyen, CFA, CFP®, MBA

Investment Director Certified Financial Planner Professional | Wealth Management Advisor

P: (561) 946-5588
E: anguyen@mycoastalwealth.com

Your Financial Success is my ultimate goal!

I offer total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services• Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Trust services**Trust services offered through the MassMutual Trust Co., FSB

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning, Group Benefits, Retirement Strategies

Anh holds the Chartered Financial Analyst (CFA®) certification and Certified Financial Planner (CFP®) designation. He graduated with an MBA in Finance from Florida Atlantic University (FAU). Anh holds his securities series 7, 66, and Life & Health Insurance licenses. He is an active member of the CFA Institute, South Florida CFA society, and Financial Planning Association (FPA) Anh resides in Fort Lauderdale, Florida with his wife Ivy. His outside interests include traveling, fine dining, fishing, and tennis.


Ryan Solle Photo
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Ryan Solle

Director of Advanced Markets
Ryan Solle headshot

Ryan Solle

Director of Advanced Markets

P: (336) 409-6670
E: rsolle@massmutualbrokerage.com

Ryan began his career in the financial services industry focusing on personal finance and insurance planning promptly after graduating from Wake Forest University in Winston-Salem, North Carolina, where he played college soccer. Ryan was drafted in Major League Soccer and played 3 years of professional soccer before beginning his career with our firm in 2009. His experience in sports built a solid foundation for his career, fostering strategic thinking and focus on competitive strategy to drive the best possible results.

His passion for helping people at a relatively young age and the fulfillment of seeing a business and family achieve their financial goals led Ryan to join our Planning Solutions Group, a Division of Coastal Wealth, in 2015, a team of product and concept specialists whose sole purpose is to help advisors grow their practice by providing comprehensive financial planning services. The success Ryan had in this team along with his continued passion for helping others led Ryan to become the Director of Advanced Markets in 2020 and a valued team member of Coastal Wealth's Private Client Group.

Over the years, Ryan has been instrumental in supporting our high-net-worth clients with comprehensive financial solutions, advanced estate planning and premium finance cases, complex underwriting, maximum retention capital strategies, with multiple insurance carriers and products. Ryan takes great pride in our client’s accomplishments and works with our team of specialists to deliver a well-executed financial plan, a well-established legacy and the confidence of providing as much certainty in the uncertainty of complex insurance planning solutions.

Grace Staten, FSCP® Photo
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Grace Staten, FSCP®

Marketing Director
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Grace Staten, FSCP®

Marketing Director

P: 904-997-2361
E: gstaten@mycoastalwealth.com

Grace Staten works with Coastal Wealth, a MassMutual firm as the Marketing Director. In addition to advising producers on how to position their practices in the marketplace, she is responsible for the firm’s communication and marketing development efforts since 2006. She also directs media relations, branding, advertising and website development. She manages and oversees the agency’s sponsorships, events, community and charitable efforts. 

Grace has dedicated much time throughout her career to community involvement, assuming leadership roles in both civic and charitable organizations. Her extensive involvement includes volunteering regularly with Hope Haven’s Children’s Clinic and Junior Achievement. 

She is currently the National Secretary for Accounting and Financial Women’s Alliance; President of Northeast Chapter of Women in Insurance and Financial Services, the Publicity Chair of the Orange Park Charter Chapter of American Business Women’s Association and on the Membership Committee with NAIFA Florida. 

Grace’s career began in the financial services industry in 1996 including working with Ameriprise (formerly American Express Financial Advisors) and later Calvert Investments. She obtained her master’s degree in Business Administration in 2004. She holds bachelor’s degree in Finance from San Jose State University. She earned the Financial Services Certified Professional designation and holds FINRA Series 6, 7, 24, 63 and 66 registrations. She was awarded NAIFAs Women of the Year in Insurance & Financial Services for 2020.