Coastal Wealth, a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg, LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.
Prior to joining Coastal Wealth, Holzberg was the Director of Insurance and Advanced Sales with Fortis Lux in Melville, New York. He brings more than 20 years of experience in financial services. He has extensive experience in brokerage, advanced sales, and solutions-based advice.
“We are pleased to bring Larry into our organization,” said Harris Fishman, Chairman. “He will bring incredible expertise to his new role and as a thought leader to the firm. With his proven leadership with the National Association of Insurance and Financial Advisors (NAIFA), he will be an invaluable addition to our team as we continue our growth and develop strategic alliances.”
Holzberg currently serves as the National President of NAIFA and previously served as New York State’s NAIFA President. His focus has been membership growth, brand amplification, and member experience in these roles to cement NAIFA as a leading association of financial professionals in the country. More information about Larry Holzberg is available on Coastal Wealth.