Westport, CT - September 2, 2025

Coastal Bridge Advisors, an independent registered investment advisor firm committed to delivering personalized wealth management and financial planning services, is pleased to announce the hiring of Ines Kasdorf as Associate Wealth Planner in our Westport, CT office. In this role, Ines will support the firm’s financial and estate planning initiatives by crafting and executing strategies designed to meet the unique needs of a diverse client base.

“We are excited to welcome Ines to our team,” said Mark Dupont, President at Coastal Bridge Advisors. “We believe her background in financial planning, paired with a strong passion for client service, will help strengthen our ability to support families, business owners, and individuals throughout every stage of their financial journey.”

Before joining Coastal Bridge, Ines held positions at Merrill Lynch and Raymond James as a Senior Client Associate and Investment Analyst, where she was instrumental in supporting both teams through transitions to independent advisory firms. Following these moves, she continued in similar capacities at One Charles Private Wealth and Ashton Thomas Private Wealth, where she further deepened her understanding of the complexities involved in managing client assets, the importance of cultivating lasting relationships, and the value of effective problem-solving.

Ines holds her series 65 and received her Certified Financial Planner (CFP®) standard of expertise from the Center for Financial Planning in 2025.

"Starting a new chapter at Coastal Bridge Advisors is both exciting and meaningful. Wealth management goes far beyond numbers; it’s about aligning every financial decision with a client’s goals, values, and long-term vision,” said Kasdorf. “I’m looking forward to helping individuals and families navigate complexity, grow and preserve wealth, and feel confident about their financial future through thoughtful planning and dedicated partnership."

About Coastal Bridge Advisors: Coastal Bridge Advisors is an independent registered investment advisory firm founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today. For information regarding the firm, please visit www.coastalbridgeadvisors.com.