

Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Sustainable Investing
- New Investors
- College Savings
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Sustainable Investing
- New Investors
- College Savings
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Volunteering
- Active Lifestyle
- Pilates
- Popular Culture
Team Members
Marjorie BaggettSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(863) 699-0654Fax
(855) 426-4720Office Address
3 N Main AveLake Placid, FL 33852opens in a new window
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