"Everything is possible as long as you have a passion and a plan."
- Jeff LaBelle
Jeffrey G. LaBelle
President & CEO, 2013 5 Star Wealth Manager
President and CEO of Gulf Coast Wealth Advisors and Gulf Coast Insurance Group, Jeff LaBelle provides his clients with 27+ years of experience in the financial industry. His “three bucket approach” addresses client’s need for growth, income, and liquidity in their portfolio. Jeff’s goal is to minimizes risk and provide a predictable income stream, Jeff strives to concentrate on conservative strategies that produce tax efficient income for his clients. Jeff is the recipient of the 2013 Five Star Wealth Manager Award. Jeff has assembled a talented team of financial professionals offering a wide range of experiences from the CFP® (Certified Financial Planner) professional designation to CPA (Certified Public Accountant). Together, we offer each of our client’s a fact-based, strategy driven approach to manage preserving capital and investing wisely in an ever-changing world.
Gulf Coast Wealth Advisor
Army veteran, John Scott’s military experience is evident in his approach to clients. Each portfolio he designs is built on a foundation of honor, dedication, and respect, while always keeping his clients best interests on the forefront. With over 30 years of experience, John works closely with pre-retirees and retirees to develop investment strategies that balance growth and protection regardless of the ups and downs of the market. John has a clear understanding that each Season in a client’s life creates different needs and it is important for clients to work with a financial professional dedicated to meeting those needs. John specializes in protecting his client’s assets while simultaneously generating income that his clients can use later in life.
Client Service Representative
With 30+ years in the wealth management industry, Kristin is responsible for compliance management, communications and client services at Gulf Coast Wealth Advisors. Kristin started her career with Merrill Lynch Wealth Management in Chicago, IL. As a valuable team member, she provides an elevated customer experience to wealth management clientele to help build client relations and trust. Kristin resides in Sarasota and enjoys the outdoors, beach and yoga. Coming from Chicago, she is a devoted Cubs fan.
Complimentary Plan and Portfolio Review
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