Coastal Tower Wealth Management

"My client's investments are tailored individually to help them achieve their goals. I believe my experience makes all the difference, giving them the confidence they deserve."

We believe there are very few professionals in the investment world who focus more intently on managing risk and fostering trust with individual investors than John. Throughout his 36 year career, John has focused his talents preserving his client's wealth.

His long tenure in wealth management has given him the perspective and experience to successfully navigate difficult market environments. For most of John's professional career, he has focused on investing in the fixed income markets with a strong emphasis on municipal bonds. John is a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis.

John designs and maintains portfolios depending on the clients present and future financial needs. This experience affords a personalized perspective when constructing client portfolios, helping to identify the optimal investments tailored for each client. He believes fixed income investments should comprise the foundation of an investor's portfolio, feeling his clients are better positioned to weather volatility.

John's experience includes 16 years with Glen Rauch Securities, a Municipal Bond Specialist firm. Five years at UBS, and 4 years with Morgan Stanley. He has obtained many awards such as the Platinum Council from Wells Fargo Advisors from 2012 through 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

As a graduate of the University of Maryland and lifelong resident of New Jersey, John currently resides in Oceanport, NJ with his wife Christina, their son Collin and two dogs. Away from the office, spending time with family is a top priority. Giving back to the community is also important to them. They regularly participate in various charitable events. They also enjoy the outdoors and an active lifestyle skiing, biking, hiking and watersports.

With over 31 years of experience in the Financial Services Industry, Barbara began her career at Lehman Brothers in 1992, then went on to Morgan Stanley, before joining Wells Fargo Advisors in 2012.

As an Officer, and Senior Brokerage Client Assistant, Barbara holds Series 7, 63, 65 registrations,and Life, Health, and Variable Annuity Licenses. She oversees all aspects of operations and administration, as well as working closely with clients specializing in relationship management and client service requests.

Barbara resides in Little Silver, NJ with her husband David and their two dogs. She enjoys yoga, the outdoors, either the beach or mountains, and spending time with her friends and family.