Pivot Team
WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
MEET THE PIVOT TEAM

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.
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.