Ethan Campbell

Financial Services Representative

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

Phone: (239)896-1097
Fax: (239)896-1141

BUSINESS PHILOSOPHY

My goal is to provide medium to high net worth families and individuals with information to address their specific needs with domicile issues, estate and tax strategies. 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 AND SERVICES

• Estate Conservation Strategies
• Charitable Giving Strategies 
• Tax Sheltered Annuities, 403(b) Plans
• Education Funding Strategies 
• Fixed and Variable Annuities
• Disability Income Insurance
• 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
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Individual & Group Benefits

PERSONAL

• 7 years as a Florida Resident
• Family:  Wife Lisa and Son Justin
• Hobbies:  Sailing, Reading, Running
• Education:  BS, BA from Southern Oregon State University
• Served in the US Navy as an Aviation Electronics Technician
• Who’s Who Of American Colleges & Universities

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities offered through MetLife Securities, Inc.  (MSI)(member FINRA/SIPC).  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ 08873.  MLIC, MSI and the EGA are MetLife Companies.  L1211228328[exp1212][FL]