Grace Staten, FSCP®

Chief Communications Officer

Management

Website:

Grace Staten, FSCP®

Guiding Coastal Wealth’s voice through strategy, service, and community impact.

Grace Staten works with Coastal Wealth, a MassMutual firm as Vice President, Marketing. In addition to advising producers on how to position their practices in the marketplace, she is responsible for the firm’s communication and marketing development efforts since 2006. She also directs media relations, branding, advertising and website development. She manages and oversees the agency’s sponsorships, events, community and charitable efforts.

Grace has dedicated much time throughout her career to community involvement, assuming leadership roles in both civic and charitable organizations. Her extensive involvement includes volunteering regularly with Gateway Council of Girl Scouts and Junior Achievement.

She is the incoming National President Elect for Accounting and Financial Women’s Alliance; the Publicity Chair of the Orange Park Charter Chapter of American Business Women’s Association and on the Membership Committee with NAIFA Florida.

Grace’s career began in the financial services industry in 1996 including working with Ameriprise (formerly American Express Financial Advisors) and later Calvert Investments. She obtained her master’s degree in Business Administration in 2004. She holds bachelor’s degree in Finance from San Jose State University. She earned the Financial Services Certified Professional designation and holds FINRA Series 6, 7, 24, 63 and 66 registrations.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Grace Staten is a registered representative of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202505-2411615

Career Snapshot

Chief Communications Officer

– Coastal Wealth (since 2006)

Financial Services Industry Experience

– Since 1996

MBA

– Earned in 2004

Bachelor’s in Finance

– San Jose State University

Regular Volunteer

– Gateway Council of Girl Scouts & Junior Achievement

Incoming National President Elect

– Accounting and Financial Women’s Alliance

Membership Committee

– NAIFA Florida

Publicity Chair

– American Business Women’s Association (Orange Park Charter Chapter)

Media  Gallery.

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Impliment

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

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Disclosure:

Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479