Cecil Bateman

A Personalized Approach

Cecil M. Bateman, CWS®

Cecil Bateman is fully licensed as a securities representative, which includes a General Securities License; a Uniform Securities Agent State Law License; and a Uniform Investment Advisor Law License. In addition, he is licensed to transact Life, Health, Variable Annuity and Long Term Care classes of insurance. Cecil began his Financial Career in March of 2008. In September, 2010, Cecil earned his Certified Wealth Strategist® designation from the Cannon Financial Institute.

 Cecil offers knowledgeable financial advice and wealth management services. He advises clients who have business, family and/or individual assets for investments. He is experienced in assisting high-net-worth clients with financial and investment strategies, wealth transfer and preservation, retirement strategies and solutions, estate planning strategies, and concentrated stock strategies.

 "My clients are comprised of families, individuals, and corporate executives who value the disciplined approach I bring to each relationship. I believe that most successful wealth management strategies look at the big picture. I endeavor to establish deep and valued relationships with clients to truly determine their needs and aspirations."

Cecil has served on the Board of Directors of the St. Johns County Chamber of Commerce and the chamber's Economic Development Council.  He has also served several terms on the local United Way Board and its Executive Committee. He has also served on several committees with the local education systems such as Business Partners in Education, Aerospace Academy Advisory Committee, and St. Johns River State College Business Advisory Committee.  He has also served for several years on the Crime Stoppers of Northeast Florida Board of Directors.  He has served on the Board of Directors of the Navy League.  He is on the Board of Directors of the local Kiwanis Club.  Cecil is currently Chairman of the First Coast Technical College Education Foundation.

He utilizes his personal experiences (Vietnam Veteran, Military and Private Pilot, Small Business Owner, and Manager at Northrop Grumman Corporation) to assist clients in making important financial decisions.

 Education: BS - Valdosta State College

 MS - Florida State University

 FINRA Licenses: Series 7 and Series 66 (Series 63 and Series 65 Combined)

 Florida License: FL-215 (Life, Health, and Variable Annuities)

Contact me:  Cecil.Bateman@coastalwealthmgt.com

Phone 904-342-8250
Fax 904-217-0566
Mobile Phone 904-495-5149