Broker Check

Merritt Island Office

100 Parnell Street

Suite G
Merritt Island, FL 32953

Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Terry R. Coapstick, RFC®

Financial Advisor

(321) 453-7322

(321) 735-0203

Terry@CoapstickFinancial.com

Terry has over 30 years experience in the financial services field and currently holds licenses in several states for Life, Health, Variable Annuities and Mutual Fund investments. Terry has been a participant in the SmartVestor program...

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Jerome Wright

Financial Advisor

(321) 453-7322

(321) 735-0203

Jerome@CoapstickFinancial.com

Melbourne, FL

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Dawn Partlow

Registered Representative

(321) 339-1717

(321) 735-0203

Dawn@CoapstickFinancial.com

Merritt Island, FL Dawn was raised in Florida and graduated from Florida Institute of Technology in Melbourne, Florida. After graduating, she worked at the Kennedy Space Center as an engineer and project manager for 16 years. She is...

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Laura Savilia

Registered Representative of GWN Securities, Inc.

(772) 467-9990

Laura.Sivalia@GWNSecurities.com

Ft. Pierce, FL

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