Susan Monahan

Susan Monahan

Financial Services Representative

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

Phone: (239)896-1100 ext. 194
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)
  • 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, Louisiana & Michigan
  • Member of Million Dollar Round Table
  • Regional Leader Award

PERSONAL

  • Pets: 2 dogs & 2 cats
  • Hobbies: golf, boating, cooking and walking the dogs
  • Education: attended University of Wisconsin in Platteville

ORGANIZATIONS

  • Past President of Rotary International
  • Past Member of Cape Coral Community Foundation 

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.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ  08873.  Metropolitan Life Insurance Company(MLIC). Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), both located at 200 Park Avenue,  New York, NY 10166. EGA, MLIC & MSI are MetLife companies. L0112232244[exp0313][FL,LA,MI]