M & M Wealth Management
St. Petersburg, United States (US) · Finance and Banking
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Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
#financial planning
#wealth management
#portfolio management
#investment management
#financial advisor
#financial consultant
#retirement advisor
#certified financial planner
#cfp
#insurance financial advisor
M & M Wealth Management is a Finance and Banking company based in St. Petersburg, United States (US), founded in 2013, with 2-10 employees. M & M Wealth Management's profile is verified on Enterprise League.
Overview
We take a holistic approach to client relationships, recognizing that every individual’s financial journey is unique. Our team, led by CFP® and CRPC® professionals Eric Marvin and Guiseppi Morabito, leverages over 40 years of combined experience from prominent firms like Merrill Lynch and MetLife to deliver tailored strategies.
Unlike many firms, we operate as an independent RIA, allowing us to offer a wide range of investment options – including stocks, bonds, ETFs, model portfolios, and alternative investments – all focused on serving your best interests. We also integrate modern technology, such as video conferencing, to provide convenient and efficient service.
With a commitment to transparency and personalized guidance, M&M Wealth Management helps clients achieve their financial goals, from retirement planning to estate management.
Contact Details
St. Petersburg, United States (US), 360 Central Ave.
Founded
2013
Company Type
Partnership
Employees
2-10
Categories
Keywords
#financial planning
#wealth management
#portfolio management
#investment management
#financial advisor
#financial consultant
#retirement advisor
#certified financial planner
#cfp
#insurance financial advisor
Products & Services
Services
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