Coastal 360 Capital Advisors at Steward Partners

Are you ready for the retirement you’ve always dreamed of? It’s never too early to start planning! Join us at Coastal 360 Capital Advisors to learn how we can help you plan for your financial future.

Family is at the heart of everything we do. When it comes to financial planning, it's not just about numbers, it's about securing a future where your loved ones can thrive. Let’s work together to create a personalized plan that helps preserve your family's dreams and builds a legacy for generations to come.

Coastal 360 Capital Advisors at Steward Partners

Huge congratulations to Courtney Shrewsberry on being recognized as one of InvestmentNews' 5-Star Financial Planners of 2026! Your dedication, expertise, and genuine commitment to helping clients succeed truly sets you apart. This achievement is well deserved! Cheers to your continued success!

See the full list: https://ow.ly/KPrw50YPltY

Award Disclosure: https://ow.ly/lTfQ50YPltX

Huge congratulations to Alicia C. Fuller for being recognized as one of Forbes 2026 Best-In-State Wealth Advisors! This achievement is a true reflection of your dedication, expertise and unwavering commitment to putting clients first. Cheers to this amazing milestone!

Honoring 29 of our partners recognized on the Forbes 2026 Best-In-State Wealth Advisors list.

This incredible recognition is a testament to the dedication, excellence, and client-first mindset that define our partners. Congratulations to all honorees, your hard work and commitment to delivering exceptional service continue to inspire.

See the full list here: https://ow.ly/jWh150YFSty
Award Disclosure: https://ow.ly/7bPu50YFStB

What an honor that Alicia C. Fuller, CRPC™ was named one of 2026 Forbes/SHOOK Best-In-State Women Wealth Advisors. Alicia is recognized for her exceptional client service, leadership and commitment to delivering thoughtful, high-quality advice. Read the full article below.

We are excited to share that three Steward Partners have been named to the 2026 Forbes/SHOOK Best-In-State Top Women Wealth Advisors list. This recognition highlights their exceptional client service, leadership, and commitment to delivering thoughtful, high-quality advice.

As an employee-owned firm, we believe excellence starts with empowering great people, and this honor reflects the talent, dedication, and trust our advisors earn every day. Congratulations to these outstanding women on a well-deserved achievement.

Read the full here: https://ow.ly/zsgz50Ye307
Disclosures here: https://ow.ly/zPsi50Ye309

Our very own, Alicia C. Fuller, has some thoughts on the Fed. Check out Barron's latest article here:
https://www.barrons.com/advisor/articles/trump-vs-fed-chair-jerome-powell-money-pros-weigh-in-f9659dfd?reflink=desktopwebshare_permalink

According to Alicia Fuller, Wealth Manager at Steward Partners, the Fed’s credibility depends on its independence. Rate decisions are made by the FOMC, guided by data on inflation and the labor market, not by political pressure.

While presidents can influence the Fed over time through appointments, policy shifts happen slowly. Looking ahead to 2026, the Fed is expected to remain careful, data-driven, and focused on economic fundamentals.

At the end of the day, the Fed will do what it has always done: follow the data.

Read more in Barron’s:
https://www.barrons.com/advisor/articles/trump-vs-fed-chair-jerome-powell-money-pros-weigh-in-f9659dfd

Cheers to a bright and prosperous New Year from all of us at Coastal 360 Capital Advisors! As we welcome 2026, we look forward to helping you plan, preserve, and grow your financial future. Here’s to new beginnings and exciting opportunities ahead!

Wishing everyone a Merry Christmas from all of us at Coastal 360 Capital Advisors! May your holiday season be filled with joy, peace, and prosperity. Here’s to a bright and successful New Year ahead!

Exciting News! We’re thrilled to announce that our very own Alicia Fuller has been featured in InvestmentNews!

At Coastal 360 Capital Advisors, we pride ourselves on providing expert guidance to help you plan, preserve, and grow your financial future.

Check out the full article here: https://ow.ly/R0vc50XA9RC

Advisors warm up to emerging energy plays in client portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

Embrace the journey of life together! Whether it's planning for retirement or enjoying the simple moments, every step counts. At Coastal 360 Capital Advisors, we’re here to help you navigate your financial future with confidence.

Are you ready to take control of your retirement planning? Our Coastal 360 Retirement Calculator is designed to help you assess your financial readiness and visualize your future. Whether you're just beginning your savings journey or approaching retirement, this tool provides valuable insights tailored to your unique goals. Start planning today and work to create a financial future with confidence!

Retirement Calculator - https://ow.ly/EEzY50Xe7gf