VETTED

Alister K Chick

AAMS®, CRPC®
Pine & Coast Wealth Advisors LLC
Alister K Chick
Tel: 910-721-5392 624 Village Rd Suite 2 Shallotte, NC 28470
About Alister K Chick
Alister has been serving the financial needs of retirees, pre-retirees, business owners and families focused on generational wealth for more than a decade. He strives to build long-term relationships with his clients, grounded in trust and a deep understanding of their goals, while providing thoughtful, practical solutions across every element of the wealth management equation. As your financial advisor, Alister takes a comprehensive approach to addressing your financial needs. By taking the time to understand your investment objectives, time horizon and tolerance for risk, he works closely with you to develop a customized financial plan designed to pursue your long-term financial goals.

Through Raymond James, Alister has access to the firms extensive resources, including specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of these experienced professionals, he works diligently to help clients develop both a personalized financial plan and a detailed investment strategy. His planning-based approach is designed to help address current financial needs while working toward future goals, mitigate tax liabilities, manage estate considerations, gain better control over discretionary expenses and pursue long-term financial success.

Originally from Southern Pines, North Carolina, Alister graduated from the University of North Carolina at Wilmington with a bachelors degree. He holds the Chartered Retirement Planning Counselor" (CRPC") and Accredited Asset Management Specialist" (AAMS®) designations from the College for Financial Planning. Prior to joining Raymond James and founding Pine and Coast Wealth Advisors, Alister spent 11 years with Edward Jones.

Away from the office, Alister enjoys spending time with his family, exploring new cultures through travel, trying new cuisines, horseback riding and golfing. He is married to his high school sweetheart, Candice, and they are proud parents to their daughter, Hogan, whom they adopted at birth in 2022. Alister and Candice are also avid animal lovers and share their home with three dogs; Lyka, Lincoln and Layla and two cats, Lany and Woods.
About Pine & Coast Wealth Advisors LLC
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Our Team

Kim
Kim Rogers

Kim helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to clientsquestions and helps to ensure their needs are her greatest priority. Kim also supports our team client accounts, schedules and prepares documents for client meetings, and assists with marketing efforts. Before joining our team in March 2026, Kim worked as a senior branch office administrator at Edward Jones, where she spent over six years supporting clients and advisors with quality service and operational expertise. A North Carolina native, Kim is originally from Wilmington and currently lives in Sunset Beach. She has two adult sons, Graham and Lincoln. In her free time, she enjoys spending time with her family, traveling, golfing and relaxing with a nice cup of tea or a glass of wine.

Stephanie
Stephanie Batson

Stephanie plays a key role in helping to ensure our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of responsibilities, including handling service requests, maintaining client records and assisting with the team’s marketing efforts. Personable and detail-oriented, Stephanie strives to ensure clients receive timely and thorough responses to each request. She is committed to delivering a high-quality client experience while helping advisors perform at their best. Before joining Pine and Coast Wealth Advisors in March 2026, Stephanie served as a senior branch office administrator at Edward Jones for over 10 years. She brings more than 40 years of experience in administrative roles, including extensive work in finance and insurance. Stephanie earned a bachelor’s degree in accounting from Wilmington College. Stephanie lives in her hometown of Shallotte, North Carolina, with her husband, Cal Batson. In her free time, she enjoys playing the piano, baking and spending time with her family, especially her granddaughter, Sydney. Stephanie is also dedicated to serving her community and is an active member of Living Water Baptist Church in Longs, South Carolina.

General Information
States Licensed in:

NC, SC, VA, MD, FL, GA, NY, WI, AZ, NJ

Communities served:

We work with clients all across the United States remotely. Our in person locations served are on the coast of North Carolina as well as the Sandhills of North Carolina. We also serve U.S. citizens living abroad via remote services.

Number of Years with Current Firm:

1

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Disability, Annuity, Life, Variable Annuity, Long Term Care

Services
Investment Types:

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Employer Sponsored Plans,, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Office, Video Conference, Your Home, Our Office, Phone, Email

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Additional Details on Charges:

Fee percentage is based on level of complexity and managment style. Flat fee is for planning only sevices when we do not manage underlying investments.

11 Years of Experience
CRD# 6464355Series: 7, 66
Compliance
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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