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Coastal Wealth | a MassMutual firm

Coastal Wealth | a MassMutual firm


About Us

Madeline Jacobs is a driven professional with a passion for customer service and personal finance. Her education includes The Madeira School in Mclean, VA for her high school education, an undergraduate degree from The University of South Carolina’s School of Hospitality, Retail, and Tourism Management with Leadership distinction in Professional and Civic Engagement and in Global Learning and an MBA from The University of Florida’s Warrington College of Business.

Madeline's career began in the luxury hospitality industry, where she spent a decade honing her skills in customer service and, more recently, Revenue Management. She worked in various locations, including The Cloister at Sea Island in South Georgia, Four Seasons Resort Maui, Hawaii, Four Seasons Resort Orlando at Walt Disney World Resorts and Four Seasons Resort Palm Beach. During her time in the hospitality industry, Madeline developed a deep appreciation of providing an exceptional guest experience, and she mastered the intricacies of Revenue Management.

In her current role, Madeline utilizes skills from her previous experiences to provide clients with exceptional service, helping them to achieve their economic objectives and a secure financial future. Madeline is committed to excellence, and she takes great pride in helping individuals achieve their financial goals.


  • Financial Planning
  • Investments
  • Retirement Planning
  • Personal Life Insurance
  • Long/Short Term Disability


Our Firm
West Palm Beach Team
Neil E. Weiss - Managing Partner of the Palm Beaches
Jeremy Straub - Founder | CEO
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Kristina Bergman – Investment Advisor Representative & Financial Planner
Charlie Parker – Financial Services Executive

Rep/Contact Info

Kristina Bergman
Investment Advisor Representative & Financial Planner
Oliver Buckmaster
Financial Services Rep
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Madeline Jacobs
Junior Investment Specialist
Charlie Parker, LUTCF
Financial Services Executive
Thomas E. Walsh LUTCF
Financial Advisor

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