Responsive Communication
Donna helps answer questions, coordinate appointments, and connect clients with the advisor or team member best equipped to assist them.
Meet the Coastline Team
Donna Imbesi
Client Service Professional
Helping clients feel welcomed, supported, and connected to the people who can help.
Connect With Coastline
Personal Service, Every Step of the Way
Donna brings patience, organization, and a personal touch to each client interaction.
A Helpful Point of Contact for Clients and the Team
Donna Imbesi is a client service professional supporting the Barnes & Luise team at Coastline Wealth Management. She assists with scheduling, account documentation, deposits, statements, client communications, and other day-to-day service needs.
She takes the time to understand each client's history and circumstances so she can provide attentive support and connect them with the appropriate member of the team.
How Donna Supports Clients
Keeping the Details Clear, Organized, and Moving Forward
Donna helps make everyday service needs easier to manage while keeping clients informed and connected throughout the process.
Organized Follow-Through
From account-opening support and deposits to statements and mailings, she helps keep important service details accurate and on track.
A More Personal Experience
Donna helps make every interaction feel more thoughtful and familiar.
The best client service begins with listening, understanding, and following through with care.
Growing With the Team
Focused on Building Knowledge and Lasting Relationships
Donna enjoys being part of a collaborative team and continues to expand her knowledge of the technical side of client service. Her goal is to become an increasingly familiar and reliable resource for the clients she supports.
Learning each client's history and preferences
Building confidence across technical service tasks
Supporting a smooth and consistent client experience
More Support Within Reach
A familiar point of contact, backed by a broader team.
Donna works closely with Coastline's advisors and client service professionals to help questions reach the right person and keep important details moving forward. Meet the people who work together to support Coastline clients.
Richard Barnes Team
Erin Luise
Chief of Operations and Financial Advisor
Erin Luise is the Chief of Operations and a Financial Advisor with more than 25 years of experience in the industry. She is passionate about helping clients navigate their financial journeys while keeping operations running smoothly...
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Richard Barnes, Jr.
Financial Advisor
Richard Barnes is a financial advisor who believes successful planning starts with understanding how people actually behave, not just what's on their balance sheet. He helps clients build durable financial systems that hold up through...
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Richard Barnes, CLU®, ChFC®
Port Jefferson, NY
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation...