WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH, ISMAEL CAMPOS & RICHARD BARTLETT
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.
CLIENT SERVICE SPECIALISTtramirez01@wradvisors.com
CLIENT SERVICE SPECIALISTrransdell02@wradvisors.com
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.