Broker Check

WEALTH ADVISORS  CRAIG MARCUM,  ERIN SMITH,  ISMAEL CAMPOS  &  RICHARD BARTLETT

MEET THE PIVOT TEAM

Here to help you pursue your day at the beach.

Here to help you pursue your day at the beach.


With over 50 years of combined experience in the financial industry, the team at Pivot Financial Group are truly interested in helping each client achieve the future they always dreamed of. Each of us look forward to getting to know you better and to celebrating the progress in your journey towards your day at the beach. 


CRAIG MARCUM

CRAIG MARCUM

WEALTH ADVISOR
cmarcum@pivotfg.com

ERIN SMITH

ERIN SMITH

WEALTH ADVISOR
esmith@pivotfg.com

RICHARD BARTLETT

RICHARD BARTLETT

ISMAEL CAMPOS

ISMAEL CAMPOS

WEALTH ADVISOR
icampos@pivotfg.com

RAQUEL JOHNSON

RAQUEL JOHNSON

CLIENT SERVICE SPECIALIST
rjohnson@pivotfg.com

OUR VALUES

OUR VALUES

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Raquel acts as non-registered associated person of LPL Financial.  She is authorized to assist Advisors with LPL Financial with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisors she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm.