801 West Bay Drive
Private Wealth Advisor
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, the marketing name for Lincoln National Corporation and its affiliates, 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 toward achieving 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:
David is a Financial Planner affiliated with Lincoln Financial Advisors. His primary work involves the assembly, implementation, and ongoing management of financial plans for clients across the county.
David joined Lincoln in December of 2015 and brings to his personal practice over 27 years of financial education and diverse experience including time in retail banking, insurance planning, and investment advising. He earned his CERTIFIED FINANCIAL PLANNERTM designation in August 2015 and is currently an instructor in the certificate program at the University of North Florida.In addition to earning the CFP® professional certification, he has also held the Chartered Retirement Planning Counselor® designation since 2012, is FINRA Series 7 and 66 securities registered, and holds Life and Annuity insurance licenses in multiple states.As the son of two military parents, David traveled the U.S. extensively while growing up and still loves to explore in his free time. He also developed a love of hockey living in Alaska and Michigan as a child, and while attending college in upstate New York. He can be found most weekends playing in local adult hockey leagues and spending time with his family.