M&M Wealth Management has over 48 years of investment management, as well as insurance and financial planning experience between its 3 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. Jackie Onan is an AAMS® with a BA in Business, Spanish, and Mathematics. Guiseppi, Eric, and Jackie have trained, worked at, and have extensive experience at traditional broker dealers and insurance companies including Merrill Lynch, FSC Securities, JP Turner, MetLife and Edward Jones.
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.