- Coastal Wealth
6/8/20 - Product Builder: Role Play
Updated: a day ago
Bios for the speakers:

Roger Dominey, CLU, ChFC, CFP
Executive Vice President
200 W. Forsyth Street, Suite 600 Jacksonville, FL32202
T.904-997-2312 |Fax904-791-3422
srdominey@mycoastalwealth.com
Roger Dominey is the Executive Vice President for Coastal Wealth in Jacksonville and has been with MassMutual for close to 40 years 😊

Dr, Jason Heller, Senior Executive Vice President
Head of Planning Solutions Group
Coastal Wealth
1000 Corporate Drive, Suite 700Fort Lauderdale, FL 33334
T: 954-689-9409F: 954-351-2468
JasonHeller@mycoastalwealth.com
Started in the financial services industry in 1993 and joined MassMutual in December of 1999. Jason has served as a manager with the agency since joining the company and has assisted many advisors in field work during his tenure. He is a graduate of Florida Atlantic University, with a Bachelor’s in Business Administration, and maintains a CLTC designation. Jason also maintains a 215-insurance license and Series 7 License. He is a Florida Native and has been living in the Coral Springs and Boca Raton areafor most of his life. Jason is married for 12 years to Jodi and has one child who just graduated University of Central Florida and is pursuing her Graduated Degree. Jason enjoys a little bit of risk in life with being an avid skydiver and hang glider and is an enthusiast of baseball card collecting and memorabilia.

Reed Willett
Vice President -Planning Solutions Group Investment Specialist
Coastal Wealth
1000 Corporate Dr., Ste 700, Fort Lauderdale, FL, 33334
T: 954-308-7143F: 954-331-5050
rwillett@mycoastalwealth.com
Reed is a former chef who began his career in financial services in the aftermath of the 2008 financial crisis, working in the Institutional Fixed Income Market as a Bond Salesman. He quickly rose to a Trading Position, and eventually Underwriting of bond issues for rural school districts. In 2016 he switched industries and took a position with MetLife as a Compliance Analyst, just a couple of weeks before the merger with MassMutual was announced. He worked for the MassMutual Home office until August of 2018, when he joined Coastal Wealth in Ft. Lauderdale, where he currently serves as the Firm’s Investment Specialist.