Catherine Bryant and Jonah Kaufman of Coastal Wealth Management Recognized as Distinguished Financial Professionals by LPL Financial

February 26, 2026

Catherine Bryant and Jonah Kaufman, Wealth Advisors at Coastal Wealth Management in Raleigh, have earned a place among LPL Financials’ Ascent Club Program for 2025 — a distinction reserved for financial advisors and professionals who set the standard for excellence in financial guidance

Thank you for using the Press Center on CreditUnions.com! Please be aware that although CreditUnions.com has approved the content you are about to view, the document was uploaded by a third party. Therefore, CreditUnions.com does not claim responsibility for the source of this document.

Catherine Bryant and Jonah Kaufman of Coastal Wealth Management Recognized as Distinguished Financial Professionals by LPL Financial

Share this Post

Latest Articles

The Numbers That Matter Most To Credit Unions

The Affordability Crisis Is Reshaping Credit Union Balance Sheets

Meet The Finalists For The 2026 Innovation Series: Employee Enablement

REGISTER FOR THE FREE CREDITUNIONS.COM NEWSLETTER