Page 5 - March 2017

The Launch of Coastal Wealth Medical Division A Special Thank

Coastal Wealth is a Florida-based financial services firm which provides holistic, comprehensive financial services to more than You to the
100,000+ households in our community. It has 12 offices conveniently located between the Florida Keys and Tampa, and has more
than 200 financial professionals and support staff members. With the recent expansion of Coastal Wealth, it has established sev-
eral dedicated divisions. In particular, Coastal Wealth is proud to announce the launch of its Medical Division, known as Coastal February 2017
Wealth MD. Lead team members are Howard Wolkowitz and Casey Johnson.
Host of the South

Meet Howard Wolkowitz Florida Healthcare

Howard joined Coastal Wealth, a member of Mass Mutual, in mid-2016 after 23 years with AXA-
Equitable. Howard is well known in the healthcare community as a speaker, author, and financial Networking Group
advisor. His prior experience on a Hospital Governing Board allowed him to view planning for physi-
cians from both an independent physician and employee model. In 2012, Howard was a panelist at
the SFHHA Annual Healthcare Summit on Hospital Physician Integration. He has been participating
for many years as a member of the South Florida Hospital Association, and more recently with the
Broward County Medical Association and Palm Beach County Medical Society. Howard is an author
of a series of educational books called The Health of Your Wealth which is dedicated to healthcare
professionals and many other healthcare organizations.
NORTH SHORE
Howard Wolkowitz
Meet Casey Johnson MEDICAL CENTER
Casey started his financial services career nine years ago with a local MetLife firm. As a former athlete,
Casey believes in working in a team structure. He has successfully transitioned from working independ- For information about
ently to managing a top level team in the Plantation, FL office. As the industry landscape has changed
and become more complex for his clients, Casey believed the future in financial planning is providing a our next meeting of
team structure for his clients. “The lone wolf strategy of old is long gone and clients cannot depend on SFHNG,
one individual to manage all their financial affairs.”
The team is comprised of Certified Financial Planners (CFP), Chartered Financial Consultants please email
(ChFC), Certified Fund Specialists (CFS), and Life Underwriting Council Fellow (LUTCF). The goal of charles@
the team is to provide clients with a financial planning experience, overseen by true professionals who
provide advice with the utmost integrity and adhere to the highest fiduciary standard. As its clients’ needs southfloridahospitalnews.com
change, the team is able to adapt and amend the plan tailored to life events experienced by their clients.
All members of the team have achieved the highest recognition in the industry for demonstrating their Casey Johnson
ability to provide holistic advice to their clients.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated com-
panies and sales representatives. Securities and investment advisory services offered through qualified registered representatives of MSI
Financial Services, Inc., to be merged with and known as MML Investors Services, LLC in March 2017. Members SIPC. [OSJ: 2400 E
Commercial Blvd, 11th Floor, Fort Lauderdale, FL 33308 (954) 331-5100. THE REGION’S MONTHLY NEWSPAPER FOR HEALTHCARE PROFESSIONALS & PHYSICIANS

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