Broker Check
James HavellClient Service Specialist

James Havell

Client Service Specialist

Corporate Headquarters- Port Jefferson

James plays an important role in the client experience at Coastline. He assists the team with administrative tasks and serves as a client liaison, providing superior service when clients call or visit with questions and concerns.

Prior to joining the Coastline team, James worked in Manhattan for Raymond James. He holds a B.S. in business administration from St. Joseph’s College, New York. He gained valuable international banking experience through his semester abroad in England and his position working for Handelsbanken Wealth Management in London. James holds his  Series 7 – General Securities Representative licence and Series 66 license.