Marc C Stalvey

Finding fulfillment in life often takes a backseat to our daily tasks. I believe when we focus on what we can control and establish realistic expectations, we establish a strong foundation for balanced financial health. This balance leads to stronger relationships within families and communities.

My team and I listen to understand what you feel is most important. This process of discovery goes beyond the numbers and seeks to understand you, your family, your purpose and overall financial wellbeing.

My education includes a bachelor's degree from the University of Florida, and I hold the Accredited Asset Management Specialist™ designation. The College for...