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 15 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. 


CONTACT US
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

<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Tiffany and Raquel act as non-registered associated persons of Waddell & Reed, Inc.  They are authorized to assist Advisors with Waddell & Reed with approved activities.  They are 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 they support.  In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.