GRACE STATEN

VP-MARKETING

Grace appears in the Top 100

People in Finance magazine.

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Grace Staten

With over two decades of experience, Grace Staten is an award-winning industry leader with a host of accolades—among them 2021 Woman of the Year by the American Business Women’s Association (ABWA)’s Orange Park Charter Chapter, 2020 Woman of the Year by the Women in Insurance and Financial Services, and the Circle of Excellence Topaz Award consecutively from 2018 through 2020. This year, she was sworn in as one of two vice presidents of the Accounting and Financial Women’s Alliance, a national board where she one day looks forward to transitioning into the presidential role. As vice president of marketing at Coastal Wealth, a MassMutual firm, she uses her expertise and passion for her work to manage diverse responsibilities and clients. Based in Fort Lauderdale, Florida, Coastal Wealth provides financial advisory and planning services for individuals and businesses creating personalized portfolios to help clients manage their wealth and plan for the future.

 

In her role, Grace creates and manages promotion plans, campaigns and initiatives, including cross-departmental projects and integrated marketing projects that include the firm’s technologies and programs. She’s a hands-on leader, working closely with her firm to find the best way to reach prospects and clients through campaigns and communications. Grace’s expertise doesn’t just help her firm as a whole, though; many of her clients are financial professionals looking to market their own practices, both individually and as teams. For this group, she provides mentorship, helping them narrow down markets and develop marketing plans, client segmentations and client service models.

 

Grace is also dedicated to her community. She’s been involved with her local ABWA chapter since 2014; sits on the board of directors for the Girl Scouts of Gateway Council, a financial literacy volunteer for Junior Achievement of North Florida; and volunteers with the BASICS after-school program with Hope Haven. Her volunteer work has also won her the Outstanding Volunteer Award from Jacksonville Magazine.

 

Grace Staten

Vice President of Marketing — Coastal Wealth, a MassMutual firm

Website: www.mycoastalwealth.com

LinkedIn: https://www.linkedin.com/in/gracestaten/

Facebook: Grace Staten

Instagram: @AmzngGracie