Westport, CT – 17 March 2023 – Coastal Bridge Advisors, a premier bicoastal independent Registered Investment Adviser with locations in Westport, Connecticut, and Los Angeles, California, proudly welcomes Nadine Smith as Support Advisor in Client Operations.

Nadine joins the Coastal Bridge team with an impressive 12 years of wealth management client service expertise. Throughout her distinguished career, she has established herself as a detail-oriented, dedicated professional with a strong commitment to accountability, reliability and relationship-building.

Coastal Bridge Advisors’ President, Jeff Fuhrman, commented, “We are delighted to have Nadine on the team for the added value she brings to our firm. Her extensive and diverse background in wealth management service will help clients to navigate the intricacies and complexities of financial situations and plan for their future.”

In her capacity as Support Advisor at Coastal Bridge, Nadine is dedicated to understanding and addressing clients’ needs, while aiming to simplify their financial lives and experiences. She expressed her enthusiasm, saying, “I am thrilled to be a part of the expanding team at Coastal Bridge Advisors. My goal is to ‘Uncomplicate’ the financial journey for our clients by offering steadfast support.”

Nadine’s prior experience includes her tenure as a Client Service Associate at Stifel Financial and roles as Private Client Assistant and Client Service Associate at Janney Montgomery Scott. Her deep understanding of client needs, and priorities makes her a valuable asset to the Coastal Bridge team.

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About Coastal Bridge Advisors:
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.