• Coastal Wealth

6/5/20 - Orientation for Board of Advisors Meeting

Updated: 3 days ago

Thank you for those who attended today’s IXP Weekly Virtual Training session 6-5-2020!


A special thank you to our hosts Harris Fishman & James Bonilla for their wonderful introduction to the Board of Advisors Meeting. The recording from today session and hosts information has been placed below. You can also find the same training materials located in the BOX folder named 2020 IXP Training Materials. If you do not have access to this BOX folder, please send Patricia Glemaud.





Bios of the Speakers


James T. Bonilla | Executive Vice President

T: 954.465.6558F: 954.625.1650

jbonilla@mycoastalwealth.com

James graduated from the University of South Florida with a double major in international business and biology. He became a financial advisor in 2001. He has also qualified for the Million Dollar Round Table every year since 2004. James has been in leadership since 2007 a Bronze and Silver Bowl qualifier for field leadership in 2018 and 2019 with MassMutual.





Harris S. Fishman, CLU ChFCChairman

T: (610) 766-3033

F: (954) 331-5050

Harris’s storied 30-year career began in 1989, when he launched his financial services practice with MassMutual and quickly established himself as a leader in the industry. Harris was named a Sales Manager in 1993, Associate General Agent in 1997, Managing Partner in 2000, & General Agent in 2003. He currently serves as General Agent Emeritus and continues to be involved in the strategic direction of MMGP. Harris graduated with honors from the University of Delaware with a Bachelor of Science in Finance and attended Darden Business School’s Executive Leadership Program. Harris is a Chartered Life Underwriter and Chartered Financial Consultant. He holds Series 7, 6, 65, 63 and 24 registrations with FINRA, and is a registered principal with MML Investors Services, LLC. He has also served as President of MassMutual’s General Agent’s Association in 2013. As the Chairman of Coastal Wealth, Harris is focused on investing in progressive initiatives and strategies to better serve the evolving needs of the firm and its clients.




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O.B.I.

Phone: (954) 308-7138

(954) 331-5050

1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334

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