Jim Parsons

Jim Parsons

Financial Services Representative

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

Phone: (239)896-1325
Fax: (239)896-1141
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

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 AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through Life Insurance 
    •  and Disability Income Insurance)
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • 401(k) & 403(b)
  • In-Service Retirement Plan Rollover Distributions
  • Employee Benefits
  • Tax Favored Retirement Programs
  • Business Succession Planning
  • Executive Compensation Strategies

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Florida
  • Investment Adviser Representative, MetLife Securities, Inc.
  • Series 6 & 63 state securities registered in Florida
  • Over 25 years experience in Financial Services
    •            

PERSONAL

  • 22 year resident in Naples
  • Married with 3 children
  • Love golf, reading, and civic activities
  • BS and MA from Ball State University in Muncie, IN
  • 26 years as a Teacher/Coach in public schools in Indiana and Florida

ORGANIZATIONS

  • On Board of Directors of Northside Naples Kiwanis Club
  • Field Announcer for BCHS Varsity Football

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor. MetLife Auto & Home Insurance is offered by Metropolitan Property and Casualty Insurance Company (Met P&C®), and its affiliates, Warwick, RI.  Not available in all states.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, Met P&C® and the EGA are MetLife companies. L0212238855[exp1214][FL]