Quinn Melim
Financial Advisor Assistant @Coastal Wealth
Boca Raton, FL, US
EMAILS
q•••••@mycoastalwealth.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2025 — Present
Financial Advisor Assistant @Coastal Wealth
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Fort Lauderdale, FL, US
I am directly assisting clients through phone, email, and in person connection engagement. I work with the vice president, as well as senior advisors to assist in building the customer relationship. I utilize Excel, CRMs, and AI to streamline the business and sales cycle. I’m assisting both the clients and advisors, to help clients, as effectively as possible, achieve their financial goals.
ABOUT QUINN MELIM
Currently pursuing a degree in Finance at Florida Atlantic University, with expected…
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