MountainTop Financial Advisors (delivering fiduciary advisory services through SEC-registered LPL Financial LLC, CRD #6413, SEC File #801-10970) is an independent Upper Keys retirement planning and wealth management practice located at Mile Marker 92.2 Bayside at 92200 Overseas Highway, Suite 107 in Tavernier, Florida. Anchored in Tavernier by Wealth Advisor Alissa Whittle, CPFA®, BFA™ (CRD #6445648) alongside Co-Founder and Partner Darin Russell Carroll, CFP®, AAMS™ (CRD #2349482) and Senior Advisor Daniel J. Fulfer, the practice serves full-time and seasonal retirees across Tavernier (33070), Plantation Key, Islamorada (33036), and Key Largo (33037) with CFP® and Behavioral Financial Advisor™ (BFA™) retirement income coaching, cross-state snowbird domicile transitions, small-business 401(k)/pension rollovers, and tax-smart RMD distribution planning.
Official Verification Sources: SEC IAPD — Darin Russell Carroll, CFP®, AAMS™ (CRD# 2349482); SEC IAPD — Alissa Whittle, CPFA®, BFA™ (CRD# 6445648); MountainTop Financial Advisors — Tavernier Office
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: MountainTop Financial Advisors provides fiduciary investment advisory services through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970) from 92200 Overseas Hwy, Ste 107, Tavernier, FL 33070.
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Co-Founder Darin Russell Carroll, CFP®, AAMS™ (Individual CRD #2349482) and Tavernier Wealth Advisor Alissa Whittle, CPFA®, BFA™ (Individual CRD #6445648) are active registered advisors serving Upper Keys retirees.
Factual details and direct answers about MountainTop Financial Advisors — Tavernier Office's services, licensing, and credentials.
Where is MountainTop Financial Advisors located in Tavernier?
MountainTop Financial Advisors is located at 92200 Overseas Hwy, Suite 107 (Mile Marker 92.2 Bayside), Tavernier, FL 33070 ((305) 928-2928), less than one mile north of Baptist Health Mariners Hospital.
What credentials do the advisors at MountainTop Financial Advisors hold?
The advisory team includes Darin R. Carroll, CFP®, AAMS™ (CRD #2349482) and Alissa Whittle, CPFA®, BFA™ (CRD #6445648), combining Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS™), Certified Plan Fiduciary Advisor (CPFA®), and Behavioral Financial Advisor™ (BFA™) expertise.
Connect with complementary legal, financial, and residential providers serving seniors in Tavernier and Monroe County.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.