First Coast Financial Group logo

First Coast Financial Group Employee Directory

Investment ManagementFlorida, United States11-50 Employees

First Coast Financial Group, Inc. operates in the investment management sector, offering advisory services to help clients manage retirement assets. Its approach centers on addressing clients’ needs, with nearly three decades of experience guiding asset growth and preservation under the leadership of Bill Aldrich. The firm partners with Brookstone Capital Management, LLC to provide investment advisory services, while insurance products are offered separately through licensed agents, ensuring a distinction between advisory and insurance offerings. Based in Jacksonville, Florida, the company positions itself as independent within the broader financial services landscape, serving a client base that seeks professional oversight of retirement portfolios. The organization emphasizes a client-focused philosophy and a long-standing presence in the region, supported by its collaboration with BCM for advisory services.

Find First Coast Financial Group employees' phone numbers or email addresses

First Coast Financial Group Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

First Coast Financial Group's Leadership

  • Ceo at First Coast Financial Group
    C. H.
    Ceo
  • Chief Investment Officer at First Coast Financial Group
    K. B.
    Chief Investment Officer
  • President And Wealth Manager at First Coast Financial Group
    B. G.
    President And Wealth Manager
  • Office Manager at First Coast Financial Group
    A. E.
    Office Manager
  • Financial Planning at First Coast Financial Group
    B. A.
    Financial Planning
  • Investment Operations Specialist at First Coast Financial Group
    C. I.
    Investment Operations Specialist
  • Administrative Assistant at First Coast Financial Group
    A. E.
    Administrative Assistant
  • Agent at First Coast Financial Group
    S. S.
    Agent

First Coast Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Business
  • Finance
  • Human Resources
  • Other
  • Accounting

Contact profiles from First Coast Financial Group

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at First Coast Financial Group
    K. B.
    Chief Investment Officer
    United States, Florida
    Dec 26, 2024
  • President And Wealth Manager at First Coast Financial Group
    B. G.
    President And Wealth Manager
    United States, Georgia
    Apr 26, 2025
  • Ceo at First Coast Financial Group
    C. H.
    Ceo
    United States, Georgia
    May 26, 2025
  • Office Manager at First Coast Financial Group
    A. E.
    Office Manager
    United States, Florida
    Feb 18, 2026
  • Financial Planning at First Coast Financial Group
    B. A.
    Financial Planning
    United States, Florida
    Dec 19, 2024
  • Investment Operations Specialist at First Coast Financial Group
    C. I.
    Investment Operations Specialist
    United States, Florida
    Jul 18, 2025
  • Administrative Assistant at First Coast Financial Group
    A. E.
    Administrative Assistant
    United States, Florida
    May 30, 2026
  • Agent at First Coast Financial Group
    S. S.
    Agent
    United States, Florida
    Oct 21, 2025

Frequently Asked Questions

What is First Coast Financial Group known for?

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First Coast Financial Group was founded in 2004 and operates in the Investment Management industry. You can contact First Coast Financial Group's main corporate office by phone at . Explore First Coast Financial Group's company overview page for more information.

What is First Coast Financial Group's most common email format?

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First Coast Financial Group employees' email format typically follows the pattern of First@firstcoastfinancialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more First Coast Financial Group email formats with LeadIQ.

How many employees does First Coast Financial Group have currently?

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First Coast Financial Group has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are First Coast Financial Group's key employees and leadership?

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As of August 2026, First Coast Financial Group's key employees include:

  • Ceo: C. H.
  • Chief Investment Officer: K. B.
  • President And Wealth Manager: B. G.
  • Office Manager: A. E.
  • Financial Planning: B. A.

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