Opening or Updating an Account
I help gather what is needed for retirement accounts, 529 plans, custodial accounts, annuities, and other account requests, then guide you through forms and signatures.
A Familiar Voice at Coastline
Financial services should still feel personal.
I help make the day-to-day side of your financial relationship approachable, organized, and easier to understand, with a real person ready to help when you call.
Lee O'Connor
Client Service Specialist · Coastline Wealth Management
Director of First Impressions
A welcoming first call. A capable hand behind the scenes.
There are no foolish questions here. If I do not have the answer, I know who does.
At a previous firm, my unofficial title was “director of first impressions.” The name stayed with me because it captures an important part of my work: helping people feel comfortable from the first conversation.
I support advisors Tim Longo and Kevin McPhee, but my role changes with each relationship. For some clients, I am present from the first meeting. For others, I am the person preparing applications, gathering statements, and making sure the operational work is handled correctly.
Either way, I want you to feel like you are talking with an actual person, someone who will listen, explain what is needed, and find the right resource when a question reaches beyond my role.
What You Can Bring to Me
Practical help for the moments that create questions.
From a routine form to an unfamiliar life transition, I help identify what is needed and where to begin.
Moving Money or Assets
Transfers can involve several institutions, forms, and timing requirements. I coordinate the operational pieces and help address issues that arise along the way.
Navigating a Life Change
A death, divorce, or major family event can create a long list of unfamiliar tasks. I help put those tasks in a sensible order and take on the parts our office can handle.
Finding the Right Person
You do not need to know which advisor, specialist, or office resource to contact. Tell me what you are trying to accomplish, and I will help connect the dots.
When Everything Feels Urgent
Start by putting the work in a sensible order.
People are often overwhelmed because every task feels equally important. I help create a practical “stacking order” so the first step becomes manageable.
See the Full List
We begin with everything on your mind, including the questions, documents, deadlines, and decisions competing for your attention.
Identify the Starting Point
I separate what must happen first from what can wait, whether that means obtaining a death certificate, contacting an attorney, or locating an account statement.
Divide the Responsibilities
I explain what you need to handle and what I can take off your plate, so you are not carrying the entire process alone.
Adjust as Things Change
Financial and family matters rarely unfold in a straight line. I stay flexible, revisit priorities, and help the plan adapt as new information arrives.
Experience With Range
Different advisors. Different clients. One adaptable approach.
My role adapts to what each client relationship requires. Sometimes that means being a familiar point of contact in meetings and conversations. Other times, it means managing applications, statements, account requests, and the operational details behind the scenes. In every case, I work closely with the advisor and broader team to create a coordinated experience.
- Support shaped around how each advisor serves clients
- Working knowledge of systems, forms, and home-office procedures
- Awareness of recurring needs, preferences, and account history
- Access to the broader capabilities of the Coastline team
Start a Conversation
You do not have to know exactly what to ask.
Tell Lee what is happening or what you are trying to accomplish. She can help determine who should be involved and what information will help the conversation move forward.
Contact Lee
More Expertise Within Reach
One relationship can open the door to a broader team.
Clients may begin with a question about a 401(k) or an account form, then discover Coastline resources spanning portfolio management, alternative investments, planning, and specialized support. Meet the people who bring those capabilities together.
Woodbury
Cindy Grauer
Founder & President of Client Relations
Driven. Loyal. Kind. As founder and managing partner of Coastline Wealth Management, Cindy is an integral part of the firm and its history. Clients not only find her easy to talk to, but they discover the reassurance they are searching...
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David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor Corporate Headquarters- Port Jefferson, Toms River, Woodbury
David became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone...
Denis O'Leary
Director of Wealth Management Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Denis recently joined the Coastline team in August 2022 as the Director of Wealth Management. Prior to joining Coastline, Denis was a Wealth Management, Trust and Investment Executive for over Twenty-Five years...
Fran Henry
Client Service Specialist
Fran has more than 26 years of experience in the financial services industry. She has been working with Jeffrey Coffey for the last 17 years and they both joined the Coastline team in 2016. She supports Jeffrey and other advisors by...
Garrett Taylor, CRPC®
Founder & Managing Partner
Garrett Taylor has a remarkable track record of growth. He founded both Coastline Wealth Management and sister company Advisor Successions in 2012. Over the last few years, his independent investment...
Joseph B. Hall
Financial Advisor
Joseph Hall is a Financial Advisor with Coastline Wealth Management and works in the Garden City, NY office. Joe's passion for financial planning was passed down from his great uncle Robert Calvin Hall, the founder and president...
Madge Hall
Client Service Specialist
Madge is a focused and energetic service professional giving 100% of herself each day to the clients of Coastline. In her role with the firm, Madge is responsible for handling client requests, managing daily office...
Robert Calabretta
Chief Investment Officer
As Director of Investments, Robert Calabretta brings over 25 years of institutional investment experience to the Coastline team, where he heads the Investment Committee. Robert began his career in New York with Morgan Stanley...
Shiraz Zaidi
Partner & Financial Advisor
As Partner and Financial Advisor at Coastline Wealth Management, Shiraz has a mission to help clients align their finances with their values, decrease financial stress, and find contentment through a comprehensive financial planning...
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Stephen Mincone, CFP®, CKA®
Certified Financial Planner®
As a CERTIFIED FINANCIAL PLANNER™ professional, Stephen is bound to a fiduciary standard with all of his clients. This sets him apart from many other advisors who are not required to act in such capacity. With over a decade of...
Todd A. Hynes, CFP®
Director of Risk Management & Financial Advisor
For Todd, helping others with their finances is a privilege rather than a career. In his college days he observed how many people were uncertain about how...