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525<main id="content" class="main-content" data-location="content" data-id="6a736d7124f5aa76ade29e5b" data-type="page" role="main"> 526<h3 class="hero" style="text-align: center;">Advisors shouldn't just manage your money. They should be your bridge to the financial world. Coastal Wealth Management, LLC. was founded for a very simple reason â we believe the client comes first.</h3><p><br></p><p style="text-align: center;">Each member of our team brings something unique to Coastal Wealth Management, LLC. We depend on each other and use our shared wisdom and expertise to bring the best solutions to our clients.</p><p><br></p> 527</main> 528</div> 529 530 531<section id="members-list"> 532<div class="members-wrapper"> 533 534<div class="member-item has-thumb show-4-up"> 535 536<a href="#" class="open-overlay"> 537 538 539<figure class="thumbnail"> 540<img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/1dOYZNCrv5v/cropped/_DSC0787.jpg" alt="Troy Lennox Photo"> 541 542 543<div class="overlay"> 544<span class="read-bio">Read Bio</span> 545</div> 546 547</figure> 548 549 550<header class="member-header"> 551<h3>Troy Lennox</h3> 552 553<div class="member-title">Financial Advisor, Owner/Partner, Managing Principal</div> 554 555</header> 556 557</a> 558 559 560<div class="member-content overlay-content"> 561 562<button class="close-overlay">Close</button> 563 564<div class="overlay-content-wrapper"> 565<h2><img style="margin: 5px auto; width: 200px; text-align: center; vertical-align: top; display: block;" src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/RX6_-HFn0F_/_DSC0787.jpg" class="rounded"></h2> 566 567<h2>Troy Lennox serves as Managing Principal, Owner/Partner, and Registered Financial Advisor of Coastal Wealth Management, LLC. Troy Began his career in the finance industry in 1992 after graduating from Frostburg State University with a degree in Business Administration. His licenses include: Series 7, 9, 10, 23, 63, 65, 31, & 99. </h2> 568 569<h2> 570<br> 571</h2> 572 573<h2>Troy started his successful career providing financial services to the community 25 years ago. He joined Morgan Stanley in 1994 and served as branch manager in Ocean City, MD from 2002 to 2006. He later joined Merrill Lynch as an associate vice president. </h2> 574 575<h2> 576<br> 577</h2> 578 579<h2>Troy has significant expertise in a broad range of complex investment strategies, including retirement accounts, income planning, principal protection, estate planning, insurance, annuities, and employee benef
579it analysis. He assists individuals and families with the financial planning process and enjoys problem solving with clients to help them face the many challenges of investing in today's changing world. </h2> 580 581<h2> 582<br> 583</h2> 584 585<blockquote> 586 587<p>"As a financial advisor, my goal is to provide my clients with the knowledge and expertise they need to make educated financial decisions. I combine my extensive experience in the financial services industry with the latest information and technology available to help our clients achieve the lives they truly want to live. I strive to present information in an informative and understandable manner so that my clients can meet their financial goals and plan for their futures."</p> 588</blockquote> 589 590<h2>Troy has 2 sons, Tylor and Dylan, and currently resides in Fenwick Island, DE with his wife, Debbie. </h2> 591 592<p> 593<br> 594</p> 595<!-- Calendly inline widget begin --> 596<div class="calendly-inline-widget" data-url="https://calendly.com/cwm-troy?background_color=c2d3d9&text_color=000000" style="min-width:320px;height:630px;"></div> 597 598<!-- Calendly inline widget end --> 599</div> 600</div> 601 602 603</div> 604 605<div class="member-item has-thumb show-4-up"> 606 607<a href="#" class="open-overlay"> 608 609 610<figure class="thumbnail"> 611<img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/lRw_i08xZss/_DSC0775.jpg" alt="Chip Gordy Photo"> 612 613 614<div class="overlay"> 615<span class="read-bio">Read Bio</span> 616</div> 617 618</figure> 619 620 621<header class="member-header"> 622<h3>Chip Gordy</h3> 623 624<div class="member-title">Financial Advisor, Owner/Partner, MBA, CRPCâ¢</div> 625 626</header> 627 628</a> 629 630 631<div class="member-content overlay-content"> 632 633<button class="close-overlay">Close</button> 634 635<div class="overlay-content-wrapper"> 636<h2><img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/ro0pR9K1TgG/_DSC0811.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 200px;" class="rounded"></h2> 637 638<h2><span data-contrast="auto" lang="EN-US">Chip is a Registered Financial Advisor and Owner/Partner at Coastal Wealth Management LLC. He offers over 23 years of business and financial service experience and currently holds FINRA Series 7 and 66 licenses, is licensed to sell annuity and life insurance, and holds the Chartered Retirement Planning Counselorâ¢, CRPC⢠designation. Chip earned his Bachelor of Science degree from Widener University and his Master of Business Administration degree from Salisbury University. </span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></h2> 639 640<h2> 641<br> 642</h2> 643 644<h2><span data-contrast="auto" lang="EN-US">Chip was brought up among an entrepreneurial spirit and is part of a family with a long local history. The Gordy family has taken part in various business endeavors that have helped shape the Ocean City area we know and love today. </span></h2> 645 646<h2><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></h2> 647 648<h2><span data-contrast="auto" lang="EN-US">Chip began his own career into finance in 1995 as a compliance officer at Taylor Bank. From there, he moved on to Morgan Stanley where he honed his expertise in advisory services. Chip takes pride in being a good sounding board for </span><span data-contrast="auto" lang="EN-US">ideas, and</span><span data-contrast="auto" lang="EN-US"> is always ready to help clients develop and enrich their perspectives.</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></h2> 649 650<h2> 651<br> 652</h2> 653 654<h2><span data-contrast="auto" lang="EN-US">Over time, he has provided guidance for multigenerational families by closely following their stories and wishes, and by using a proprietary step-by-step process that helps them meet their goals and needs. He has extensive experience in assisting pre-retirees, retirees, business owners, and in crafting succession plans. </span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></h2> 655 656<h2> 657<br> 658</h2> 659 660<blockquote> 661 662<p><span data-contrast="auto" lang="EN-US">Chip also has a special talent for assisting local CPAs and accountants in growing their practices. "A business is only as good as the company it keeps."</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></p> 663</blockquote> 664 665<h2><span data-contrast="auto" lang="EN-US">A native of Ocean City, Maryland, when not spending time with his four sons and their lovely mother, Chip likes volunteering his time, golfing, and going to the gym.</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'> </span></h2> 666 667<p> 668<br> 669</p> 670<!-- Calendly inline widget begin --> 671<div class="calendly-inline-widget" data-url="https://calendly.com/chip-schedule?background_color=c2d3d9&text_color=000000" style="min-width:320px;height:630px;"></div> 672 673<!-- Calendly inline widget end --> 674</div> 675</div> 676 677 678</div> 679 680<div class="member-item has-thumb show-4-up"> 681 682<a href="#" class="open-overlay"> 683 684 685<figure class="thumbnail"> 686<img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/F6v2yLSxM8P/cropped/_DSC0763.jpg" alt="Tylor Lennox Photo"> 687 688 689<div class="overlay"> 690<span class="read-bio">Read Bio</span> 691</div> 692 693</figure> 694 695 696<header class="member-header"> 697<h3>Tylor Lennox</h3> 698 699<div class="member-title">Financial Advisor, Benefits Consultant, APMAâ¢, CRPSâ¢</div> 700 701</header> 702 703</a> 704 705 706<div class="member-content overlay-content"> 707 708<button class="close-overlay">Close</button> 709 710<div class="overlay-content-wrapper"> 711<h2><img class="rounded" style="margin: 5px auto; width: 200px; text-align: center; vertical-align: top; display: block;" src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/HExRhLtkkZN/_DSC0763.jpg"></h2> 712 713<div data-iframe-height="270" data-iframe-width="150" data-share-badge-host="https://www.youracclaim.com" data-share-badge-id="343b82f5-ee72-4cd0-a424-3a0dbc919bbf"><br></div> 714 715<h2>Tylor is a registered financial advisor who offers comprehensive approaches to modern financial situations. In an environment shifting toward independent financial preservation, he recognizes the growing importance of assisting all generations with building reliable, supportive futures.</h2> 716 717<h2> 718<br> 719</h2> 720 721<h2>He holds FINRA licenses: Series 7, and Series 66. He is also licensed in life and health insurances, including both group and individual policies, and holds the Accredited Portfolio Management Advisorâ¢, <a href="https://www.credly.com/badges/466add0c-9745-472d-85ec-bd1e396db5b4/public_url" rel="noopener noreferrer" target="_blank">APMAâ¢</a>, and Chartered Retirement Plans Specialistâ¢, <a href="https://www.credly.com/badges/343b82f5-ee72-4cd0-a424-3a0dbc919bbf/public_url" rel="noopener noreferrer" target="_blank">CRPSâ¢</a>, designations. He prioritizes making complex topics approachable for individual investors, giving investing and insurance a place in everyday life.</h2> 722 723<h2> 724<br> 725</h2> 726 727<h2>
727For local business owners, Tylor specializes in employee benefits and offers services in creating and customizing comprehensive benefits plans. He can help employers fulfill their fiduciary responsibilities, provide hands-on education for employees, and integrate unique benefits such as tuition assistance funding for employees' family members.</h2> 728 729<blockquote> 730 731<p>"Being an advisor to any client is a great responsibility, and because no one person shares the exact same financial circumstances as another, the greatest thing an advisor can do for a person is to be his or her audience at all stages of life. From a foundation of trust and understanding, I will work with you to create a true, dependable plan designed to last."</p> 732</blockquote> 733 734<h2>Tylor is the treasurer and executive board member at the Worcester County Chamber of Commerce in Ocean Pines, and likes staying active in the local community. In his free time, he enjoys writing, homebrewing & cooking, performing educational seminars, and traveling to new places. 735<!-- Calendly inline widget begin --> 736<div class="calendly-inline-widget" data-url="https://calendly.com/tylorlennoxcwm?background_color=c2d3d9&text_color=000000" style="min-width:320px;height:630px;"><br></div> 737 738<!-- Calendly inline widget end --> 739</h2> 740</div> 741</div> 742 743 744</div> 745 746<div class="member-item has-thumb show-4-up"> 747 748<a href="#" class="open-overlay"> 749 750 751<figure class="thumbnail"> 752<img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/llpULpzMG1e/cropped/Deb-Portrait-4k-Vertical.jpg" alt="Debbie Lennox Photo"> 753 754 755<div class="overlay"> 756<span class="read-bio">Read Bio</span> 757</div> 758 759</figure> 760 761 762<header class="member-header"> 763<h3>Debbie Lennox</h3> 764 765<div class="member-title">Client Account Executive, Operations Manager</div> 766 767</header> 768 769</a> 770 771 772<div class="member-content overlay-content"> 773 774<button class="close-overlay">Close</button> 775 776<div class="overlay-content-wrapper"> 777<h2><img style="margin: 5px auto; width: 200px; text-align: center; vertical-align: top; display: block;" src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/cbx6R91GjLW/_DSC0858.jpg" class="rounded"></h2><h2>Debra (Debbie) Lennox is the Office Manager and Client Account Executive at Coastal Wealth Management, LLC. She began working at Coastal Wealth shortly after opening in 2009. She has since become integral to our daily rhythm, both as an administrator of routine operations, and by making all of our clients feel at home. </h2><h2><br></h2><h2>Debbie attended Allegany College in Cumberland, MD. Throughout her career, she has accumulated extensive experience in sales and office administration. She was a licensed real estate agent in Delaware and Maryland and worked in local real estate since 1997. For those newly retiring to the area, she offers wonderful insights on all the local places to be.</h2><h2><br></h2><h2>As the Client Account Executive, Debbie is the first voice that many hear when they call Coastal Wealth. Her responsibilities include attending to our clients' account management needs and coordinating meetings between clients and their advisors. Her attention to detail makes her the perfect point person for our system administration. Debbie keeps our team organized and efficient, while also ensuring our clients are met with kindness and professionalism.</h2><h2><br></h2><blockquote><p>"Finances and investments are an important part of life for everyone. The moments when I can make our clients' lives easier are very rewarding to me because I know I have had a positive impact on their day."</p></blockquote><h2>Debbie and her husband Troy have lived in the Fenwick Island area for 30 years with their 2 sons. In her free time, Debbie enjoys nature, being outdoors, cooking and dining out. 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