David T. Rose

David T. Rose

Financial Services Representative

Coastal Wealth Management Group- Fort Myers
9530 Marketplace Road, Suite #108
Fort Myers, FL 33912

Phone: (239)896-1114
Fax: (239)896-1141
Mobile Phone: (239) 370-5585
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. 

PRODUCTS ANDSERVICES
 

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • Licensed to sell Life & Health insurance in Florida
  • Registered to offer securities products in Florida
  • Investment Advisor Representative of MetLife Securities, Inc.
  • Securities licenses include Series 7, 63, 65
  • 20 years in Financial Services

PERSONAL

  • 19 year  resident of Naples, FL
  • Family: son Peter, daughter Emily
  • Hobbies: Music; photography; biking and boating

ORGANIZATIONS

  • Volunteer for “Paws for Love,” Humane Society of Naples 

Metropolitan Life Insurance Company (MLIC), New York, NY10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies.L0212239567[exp0313][FL]