RALEIGH, N.C. –Two Coastal Wealth Management investment advisors are the recipients of Pacesetter Awards, presented by CUSO Financial Services, L.P.
This is the 9th consecutive year that Coastal Wealth Management advisors have earned this recognition.
The annual Pacesetter Awards honor top-producing advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to members.
CFS Financial Advisors Jonah Kaufman and Catherine Bryant earned Gold Pacesetter Awards for meeting and exceeding production goals and providing outstanding client service.
“We are so proud of Jonah and Catherine for earning this honor for the second year in a row. They are both constantly seeking ways to help our members succeed in every stage of their financial journeys and we’re thrilled to have their hard work recognized again with the Gold Pacesetter Awards,” said MaryAnne Gangoy, Chief Member Advisory Officer, Coastal Credit Union.