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323<h1>Coastal Wealth</h1>
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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 — 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>
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534<div class="member-item has-thumb show-4-up">
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536<a href="#" class="open-overlay">
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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>
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560<div class="member-content overlay-content">
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562<button class="close-overlay">Close</button>
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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, &amp; 99.&nbsp;</h2>
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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>
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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.&nbsp;</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.&nbsp;</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&amp;text_color=000000" style="min-width:320px;height:630px;"></div>
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605<div class="member-item has-thumb show-4-up">
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607<a href="#" class="open-overlay">
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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, CRPC™</div>
625
626</header>
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628</a>
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633<button class="close-overlay">Close</button>
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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 Counselor™, CRPC™ designation. Chip earned his Bachelor of Science degree from Widener University and his Master of Business Administration degree from Salisbury University.&nbsp;</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'>&nbsp;</span></h2>
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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.&nbsp;</span></h2>
645
646<h2><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'>&nbsp;</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&nbsp;</span><span data-contrast="auto" lang="EN-US">ideas, and</span><span data-contrast="auto" lang="EN-US">&nbsp;is always ready to help clients develop and enrich their perspectives.</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'>&nbsp;</span></h2>
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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.&nbsp;</span><span data-ccp-props='{"201341983":0,"335559739":160,"335559740":259}'>&nbsp;</span></h2>
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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}'>&nbsp;</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}'>&nbsp;</span></h2>
666
667<p>
668<br>
669</p>
670<!-- Calendly inline widget begin -->
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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>
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693</figure>
694
695
696<header class="member-header">
697<h3>Tylor Lennox</h3>
698
699<div class="member-title">Financial Advisor, Benefits Consultant, APMA™, CRPS™</div>
700
701</header>
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703</a>
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708<button class="close-overlay">Close</button>
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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 Advisor™,&nbsp;<a href="https://www.credly.com/badges/466add0c-9745-472d-85ec-bd1e396db5b4/public_url" rel="noopener noreferrer" target="_blank">APMA™</a>, and Chartered Retirement Plans Specialist™, <a href="https://www.credly.com/badges/343b82f5-ee72-4cd0-a424-3a0dbc919bbf/public_url" rel="noopener noreferrer" target="_blank">CRPS™</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>
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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 &amp; 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>
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746<div class="member-item has-thumb show-4-up">
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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>
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759</figure>
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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">
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774<button class="close-overlay">Close</button>
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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.&nbsp;</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. She especially cherishes time spent with family.&nbsp;</h2>
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794<div class="col-xs-12 col-sm-6"><h4><br></h4><h2>Contact</h2><h4>PHONE: 410.208.4545</h4><h4>EMAIL: [email protected]</h4></div><div class="col-xs-12 col-sm-6"><h2><img src="https://static.twentyoverten.com/5ee8e83c9444023f77a10577/OZdwMNenXU9/CWM_logo.png" style="display: block; vertical-align: top; margin: 0px auto; width: 240px; height: 115.2px;"></h2></div></div><p><br></p></div></div><div class="row"><p>Check the background of your financial professional on FINRA's <a href="https://brokercheck.finra.org/" target="_blank">BrokerCheck</a>.</p><p><br></p><p>Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member <a href="https://www.finra.org/" shape="rect">FINRA</a>/<a href="https://sipc.org/" shape="rect">SIPC</a>, to residents of: CA, CO, DC, DE, FL, GA, HI, MD, MI, MN, NC, NJ, NM, NY, PA, SC, VA.<br>Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.<br>
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