RALEIGH, N.C. – Catherine Bryant and Jonah Kaufman, wealth advisors at Coastal Wealth Management, have earned a place among LPL Financials’ Ascent Club Program for 2025 — a distinction reserved for financial advisors and professionals who set the standard for excellence in financial guidance.
In today’s dynamic environment, Americans need more than advice — they need a collaborative partner who understands their goals and can help turn plans into progress, Coastal CU said. Bryant and Kaufman deliver valuable expertise every day, serving clients across North Carolina and beyond with comprehensive wealth management services, including Financial Planning, Investment Management, Retirement Planning, Insurance Needs, Charitable Giving, Estate Planning, etc.
“It’s a privilege to recognize Catherine and Jonah and Coastal Wealth Management for this remarkable accomplishment,” Ken Hullings, executive vice president of institution client success at LPL Financial, said in a statement. “Financial professionals like Catherine and Jonah exemplify the valuable relationship and impact that financial professionals deliver. By leveraging the resources and collaborative environment of our institution model, investors are empowered to pursue their financial goals. We’re proud to support Coastal Wealth Management and all our institutions who are shaping brighter financial futures within their communities.
