Kestra Financial Firm Welcomes New Advisor Team
Austin, Texas — August 29, 2024 — Kestra Financial, an industry-leading wealth management platform, today welcomed Scott Gomsak of Sykesville, Maryland and Scott Raab of Hanover, Pennsylvania to its community of financial professionals in partnership with Coastline Wealth Management (“Coastline”), which joined the Kestra network in 2012.
Headquartered in Port Jefferson, Long Island and with multiple offices throughout the east coast, Coastline is dedicated to helping its clients manage their finances through savings to investments to retirement. Coastline advisors collectively oversee approximately $3 Billion dollars in client assets, with Scott Gomsak and Scott Raab bringing approximately $250 Million in collective client assets to the firm.
The duo also brings nearly three decades of financial planning and investment management experience to the firm. The addition of this advisor team strengthens Coastline's ability to provide comprehensive financial services to clients.
“At Coastline, we are dedicated to building out the best capabilities we can for our client base,” said Garrett Taylor, Founder & Managing Partner of Coastline Wealth Management. “The chance to onboard new advisors like Gomsak and Raab widens our footprint across the tri-state area and beyond, and also points to the massive momentum we currently have when it comes to growing our business.”
“It’s a pleasure to work with Garrett and his team to continue building the great firm they’ve created,” said Daniel Schwamb, EVP of Business Development at Kestra Financial. “The addition of advisors to our existing firms is a great way to strengthen our community of like-minded professionals who are all focused on maximizing the value of their firms and providing unwavering service to their clients.”
Established in 2012, Coastline’s core mission is to aid clients in making informed decisions about their finances to help preserve their wealth. The firm specializes in investment strategy, retirement planning, and savings account management through a personalized, education-first approach. The addition of Gomsak and Raab to the Coastline team will bring the number of advisors joining within the past year to six.
About Kestra Financial
Kestra Financial is a leading independent wealth management platform headquartered in Austin, Texas. A division of Kestra Holdings established in 1997, the firm empowers independent financial advisors and wealth management firms by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals. Kestra Financial supports independent financial professionals from across the country and is committed to delivering superior service to enable their growth, success, and ability to best support their own clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication. For more information, visit https://www.kestrafinancial.com/
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