Elliott Wealth Management Services, LLC operates a southern Marion County branch office at Baylee Plaza in Summerfield, Florida. With wealth advisory leadership including Brett DiPasquale, AIF®, BFA®, the practice serves retirees in Summerfield, Stonecrest, Spruce Creek, Belleview, and the Marion County Villages corridor with fiduciary investment management, behavioral retirement planning, and legacy coordination.
Official Verification Sources: FINRA BrokerCheck Advisor Profile (Brett DiPasquale); Elliott Wealth Management Official Website
Issuer: FINRA / SEC (Osaic Wealth, Inc.)
Notes: Executive VP of Wealth Advisory Brett DiPasquale, AIF®, BFA® (CRD #5838942); securities and investment advisory services offered through SEC-registered Osaic Wealth, Inc. (CRD #23131, SEC File #801-54859).
Issuer: Fi360 / Kaplan
Notes: Holds both the Accredited Investment Fiduciary (AIF®) and Behavioral Financial Advisor (BFA®) professional designations.
Factual details and direct answers about Elliott Wealth Management Services, LLC's services, licensing, and credentials.
What fiduciary credentials are held by Elliott Wealth Management's advisory team in Summerfield?
Executive Vice President of Wealth Advisory Brett DiPasquale (CRD #5838942) holds the Accredited Investment Fiduciary (AIF®) and Behavioral Financial Advisor (BFA®) designations, offering advisory services through Osaic Wealth, Inc. (CRD #23131).
Which Marion County retirement communities does the Summerfield office serve?
Located along US Highway 441 in Summerfield, the branch serves active-adult and retirement communities across southern Marion County, including Stonecrest, Del Webb Spruce Creek, Belleview, and northern portions of The Villages.
Where is Elliott Wealth Management's Summerfield office located?
The office is located in Baylee Plaza at 16910 S US Highway 441, Suite 203, in Summerfield, Florida 34491.
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