Jason E. Heller

Jason E. Heller

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….

Roy Perez

Roy Perez

Roy Perez graduated from Florida State University (FSU) with a bachelor’s degree in Finance and Entrepreneurship.  After graduation, Roy began his financial services career as a Financial Consultant in Miami, while continuing to be active in the Florida State University Alumni Association as well as his local community. Roy joined MassMutual South Florida as an…