Broker Check

Coastline Wealth Management Recognition

Our team works hard to be a top provider in the financial services industry. We are proud of these achievements at both a local and national level.


2022- Forbes Best-In-State Wealth Advisors

 As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. The full list, featuring more than 6,500 advisors manages a collective $10 trillion.


2022-Best of Port Jefferson Award in the category of Financial Planning & Asset Management

The Port Jefferson Award Program purpose is to support and offer public recognition of the contributions of businesses and organizations in and around Port Jefferson.


2021- Forbes Top Next-Gen Wealth Advisors 

With the average age of established advisors well above 50, the next generation of wealth managers is emerging--and building expertise to help clients for decades to come. Forbes recognizes the top 500 emerging Wealth Advisors nationwide. 

2021-Top 100 People in Finance 

"The Trailblazers.  The leaders. The change-makers.  The dreamers.  We bring the stories of extraordinary people to the world."


2020 – InvestmentNews 40 Under 40 "The Future of Our Business"

The 2020 class of 40 Under 40 honorees represent the best of the future of the financial advice community.


2020- Long Island Business News: Executive Circle Awards

Awarded to Garrett Taylor.

The Executive Circle Awards celebrates c-suites, directors and other senior level executives who consistently demonstrate remarkable leadership skills, integrity, values, vision, commitment to excellence, company performance, community service and diversity.


2019 – Wealthmanagement.com Thrive Award for 500 Top Fastest Growing Firms


2019 – Business and Finance Award for Excellence from Long Island Business News


2019 – Long Island 40 under 40


2012 – 30 under 30 from Huntington Chamber of Commerce


2019 – Port Jefferson Country Club Champion (golf)


2018 – Top 50 Business Women on Long Island

Criteria & Disclaimers:

Each advisor—selected by SHOOK Research on behalf of Forbes for the 2022 Best-In-State Wealth Advisors list—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.  There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Forbes/SHOOK Research.  For more detail on the selection process, please visit https://www.forbes.com/best-in-state-wealth-advisors

The Port Jefferson Award Program purpose to support and offer public recognition of the contributions of businesses and organizations in and around Port Jefferson.  Honorees are chosen by a board of local judges comprised of town members and town business owners.  As an Award recipient, there is no membership obligation. They just ask each award recipient pay the cost of their physical plaque. The revenue generated by the Port Jefferson Award Program helps to pay for local business support and partnership programs. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with  The Port Jefferson Award Program. For more information visit: https://www.portjefferson.awardsnotifier.com 

Each advisor—selected by SHOOK Research on behalf of Forbes for the 2021 Top Next-Gen Wealth Advisors list—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.  There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Forbes/SHOOK Research.  For more detail on the selection process, please visit https://www.forbes.com/top-next-gen-wealth-advisors

Top 100 Magazine selections do not pay to win or to be considered for the magazine. Top 100 selects candidates utilizing proprietary software, which employs an algorithm to search a variety of online resources for industry-specific terms and key words. These resources include social media, blog posts, peer reviews, and Google indices. Once the software has compiled a preliminary list of qualified candidates, their R&D department manually analyzes the results in order to make their final selections. For those selections who are financial advisors or wealth managers, certain additional criteria must be met. They include: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Their selection is not indicative of the wealth manager’s future performance or an endorsement by this publication. Working with a Top 100 Magazine advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.  There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Top 100 Magazine. For more information visit: https://top100magaine.com/faq

The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, their editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with InvestmentNews.  For more information visit: https://www.investmentnews.com/awards-and-recognition/40-under-40

To qualify for the Long Island Business News Executive Circle Awards, applicants had to be nominated from subscribers to the Long Island Business News online publication . Honorees are chosen from a list of nominations and judge by a board of judges for the publication based on corporate performance, vision and leadership, innovative business achievements and social responsibility.  There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Long Island Business News. For more information visit: https://libn.com/executivecircle

To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with WealthManagement.com. For more information please visit: https://www.wealthmanagement.com/people/2019-list-fastest-growing-advisors

 To qualify for the Business and Finance Award for Excellence, 30 under 30 from Huntington Chamber of Commerce and the Top 50 Business Women applicants had to be nominated from subscribers to the Long Island Business News online publication and the winners are selected by a board of judges for the publication. For more information on the criteria used for award winners please visit www.LIBN.com. No fee was paid in exchange for these awards. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Long Island business News.