Marc D'Elia is a seasoned Wealth Strategist who prides himself on honest, intelligent advice and his ability to build a collaborative 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 asset preservation and insurance protection by serving first, last and always. Through our utilization of LPL Financial as our broker deal, 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 preserve what is most important to you.
What makes Marc a seasoned professional is being truly independent with his advice and recommendations. He isn’t limited to what products or strategies 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 working with us we can help you toward achieving your goals!"
When Marc is not busy assisting those who work with him to help better their lives he is spending time outside with his family and community members. Marc's Credentials Include:
- Wealth Management Certified Professional designation from The American College of Financial Services
- Chartered Financial Consultant and Chartered Life Underwriter designations from The American College of Financial Services
- Series 7, 63 & 65 securities registrations held through LPL Financial
- Florida State 215 insurance license.