Navigating Wealth with Purpose and Precision

With more than 30 years of experience, Scott advises entrepreneurs, senior executives, and multigenerational families on how to optimize and preserve wealth through every life stage. His clients span a wide range of industries and professions, relying on his insight for tax-efficient investing, retirement planning, philanthropy, and family wealth strategies.

As Founder of Coastal Capital Private Wealth Group and a Private Wealth Financial Advisor at Wells Fargo Advisors, Scott is part of a select group serving the firm’s most sophisticated clientele. His career includes senior advisory roles at JP Morgan and Morgan Stanley. He was recognized by Forbes as a Best-in-State Wealth Advisor¹ in 2021 and 2022.

Scott is known for his creative problem-solving and deep commitment to delivering personalized solutions aligned with each family’s values. A native New Yorker now based in Boca Raton, Florida, he is active in philanthropic work and serves on the boards of The Michael Bolton Charities and the South Fork Natural History Museum. Outside of the office, Scott enjoys golf, skiing, fitness, and traveling with his wife and two sons.

¹_{2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com) 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com)  The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Christopher advises high-net-worth and ultra-high-net-worth individuals and families, helping them navigate complex financial decisions with clarity, structure, and intention. His clients span multiple life stages—from early-career professionals to legacy-focused families—each seeking personalized solutions that integrate capital growth, income needs, risk management, and long-term planning.

As Managing Director—Investments and Partner of Coastal Capital Private Wealth Group, Christopher holds the Private Wealth Financial Advisor title—awarded to a select group within Wells Fargo Advisors—and the Accredited Investment Fiduciary® designation. Recognized by Forbes as a Top Next-Gen Wealth Advisor¹ in 2021 and 2022, he brings nearly two decades of wealth management experience from institutions including JP Morgan and Morgan Stanley.

Christopher earned a B.B.A. in Finance from Loyola University’s Sellinger School of Business and Management. He splits time between New York and Florida. A licensed race car driver and instructor, he’s also passionate about boating, fishing, snowboarding, and spending time outdoors.

¹2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Brandon advises affluent individuals and multigenerational families on strategies to help efficiently grow, preserve, and transfer wealth. His clients include senior executives, business owners, and professionals in fields such as law, medicine, and finance. A CERTIFIED FINANCIAL PLANNER® professional and Sports & Entertainment Accredited Wealth Management Advisor SM, Brandon brings a thoughtful, disciplined approach to clients with complex financial lives.

Known for his ability to align financial strategies with each client’s long-term vision and values, Brandon specializes in developing customized, goals-based solutions. He has deep experience in portfolio management and comprehensive planning, with prior leadership roles at top firms including JP Morgan. Since joining Wells Fargo Advisors in 2022, he has leveraged an extensive suite of investment tools and planning resources to help clients make confident, informed decisions. Brandon also partners closely with clients’ attorneys and CPAs to ensure alignment across all facets of their financial lives.

Brandon earned a B.S. in Finance from the University of Maryland’s Smith School of Business and completed its Banking & Private Wealth Management Fellows Program. Based in New York City, he enjoys golf, snowboarding, and spending time with his family and friends.

Kathleen is dedicated to building strong, trusted relationships with clients, taking the time to understand their individual needs and ensure seamless execution at every step. Calm under pressure and highly detail-oriented, she thrives in the team’s fast-paced environment—delivering outstanding client service with professionalism and care.

She brings a financial services background that dates to 2008, including a role as Vice President of ETF Sales/Trading at a global bank. This experience gives her deep knowledge of equity markets and operational strategy. As a Vice President and Client Performance Analyst on the team, Kathleen acts as a service concierge—efficiently managing tasks such as account openings and transfers while upholding the team’s standard of personalized, high-touch service.

A former Division I lacrosse player, Kathleen earned a B.A. in English from Villanova University and holds FINRA Series 7 and 66 securities registrations. A Long Island native, she lives in Port Washington with her husband and three daughters.

Andy is known for his personal accountability and energetic, can-do approach to client service. As the team’s go-to resource for operational needs, he helps deliver responsive, reliable support while helping ensure a seamless experience for clients and advisors alike.

A Registered Client Associate with Wells Fargo since 2013, Andy also brings eight years of prior banking experience, giving him a strong foundation in financial products and processes. He excels in managing multiple priorities, adapting quickly to new challenges, and building trusted relationships through consistent follow-through.

Andy holds FINRA Series 6, 7, 63, and 66 securities registrations and attended West Los Angeles College. Originally from Venice Beach, California, he now lives in Port St. Lucie, Florida, with his wife Paola. Fluent in Spanish, they are active mentors to high school students through their church and enjoy fishing, kayaking, board games, and music.