M&M Wealth Management has over 34 years of investment management, financial planning and insurance experience between its 2 Advisors.
Eric Marvin is a CFP®, CRPC® with a BS in Finance. Guiseppi Morabito is a CFP®, CRPS® with BS in Corporate Finance and Financial Services. Guiseppi and Eric have trained, worked at, and have extensive experience at traditional broker dealers and insurance companies including Merrill Lynch, FSC Securities, JP Turner, and MetLife.
At M&M, we discovered the limitations and conflicts of interest that exist in most traditional advisory practices and decided to form an independent RIA firm with the freedom to offer our clients a wide universe of products & services. This allows us to operate from a holistic perspective in the best interest of our clients.