With nearly 20 years in financial services, Eliot Marr has earned a reputation for high quality service, ethical business practices, and the overall integrity of his investment advisory practice.
Eliot has spent the past decade working directly with hundreds of law enforcement officers, Fire Fighters, and Corrections officers within the FRS system and municipal retirement plans in Florida and specializes in retirement planning. He has achieved the designations of Chartered Retirement Planning Counselor CRPC® with the College for Financial Planning and Accredited Investment Fiduciary AIF® from FI360. Eliot currently holds his FINRA Series 7, Series 6, Series 66, and his Florida Life, Health, and Variable annuity licenses. He is also a published author of the financial advocacy book Choose Wisely. Eliot strives to create a more empowered and successful client throughout his client relationships. His ultimate goal is to help his clients achieve their investment and retirement goals while providing the highest level of service.
Advisor is a registered representative of, and may offer securities through, Metric Financial, LLC a FINRA/SIPIC member. Bison and Metric are not affiliated.