Broker Check

Team

Eric is the President of Coastal Wealth Management located in Mount Pleasant, SC and a Registered Representative of LPL. He has been in the securities industry since 1993 and currently holds his FINRA series 63, 65, 7,...

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Liza Barnett entered the financial services industry in Charleston, SC, in 1998 with New York Life where she was a top producer and Partner by 2001. She joined MassMutual Financial Group in 2009, and last served as the Co-Managing...

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Prior to joining Barnett Wealth Advisors and launching B.U.C. Private Client Group with Liza and David, Tyler was the Director of Investments for MassMutual Financial Group in Jacksonville, FL. While there, he was responsible for...

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Morgan Crawford, CFP®

Operations Manager

Morgan graduated Magna Cum Laude from The Ohio State University with a B.S. in Family Financial Services. During his time in Ohio, Morgan interned with Northwestern Mutual as a College Financial Representative and a Wealth Management...

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Byron Stahl

LPL Registered Representative

843.388.4300

Byron graduated from the Honors College at the College of Charleston in 2012. In his time at the College of Charleston, he interned with Kiawah Development Partners, Merrill Lynch, and Lindsay Graham in the US Senate. As a Financial...

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Tim Thirion

LPL Registered Representative

606.325.1100

As a newcomer to the financial business world, Tim brings a unique perspective with him. He became interested in financial services as he approached retirement and wanted to make the best decisions for his future. After meeting with...

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David is a fourth generation resident of St. Augustine, Florida, and has worked in the insurance and investment industry for over 8 years. He began his career with New York Life and The Bailey Group as an Advisor immediately following...

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