Marc D'Elia is a seasoned financial planner who prides himself on honest, intelligent advice and his ability to build a trusting rapport with his clients. A native of New York, this 30+ year Tampa local is passionate about helping those around him towards achieving financial goals and long-term protection by serving first, last and always. Through our affiliation with Lincoln Financial Group, a Fortune 500 company, we have national resources to help us serve individuals, employers and organizations.
From comprehensive financial planning to investments and insurance, Marc has the ability to help you protect what is most important to you.
What makes Marc unique is being truly independent with his advice and recommendations. He isn’t limited to what products or solutions he can offer and has the freedom to completely customize his recommendations to fit you.
" Whether you are looking for a retirement plan or want to ensure your legacy makes it to the people you choose in the most tax efficient manner possible, by partnering with us we can help you achieve your goals! "
When Marc is not busy assisting those who partner with him to better their lives he is spending time outside with his family and community members. Marc's Credentials Include:
- Chartered Financial Consultant and Chartered Life Underwriter designations from The American College of Financial Services
- Series 7, 63 & 65 securities registered
- Florida State 215 insurance license.
- Marc can be reached via phone or email at: