Fountainhead Advisors

Were a team of specialists not generalists whose greatest strength is the ability to connect on a human level. Heres a brief introduction to some of the folks youll be working with. With more than two decades of experience in the financial services industry, Marcs expertise began in trading and culminated with building his own trading floor which w... as later sold to E*Trade. Marc was inspired, due to family and personal circumstances, to create a financial advisory firm that would partner closely with each client, offering a comprehensive range of services with a family-friendly approach. Throughout his career, Marc has helped hundreds of business owners, individuals and families create a financial roadmap that considers all aspects of their lives. Marc has a passion for listening to peoples stories, encouraging them to look into the bigger picture of their lives, beyond the noise and clutter of their present circumstances. He enjoys and is committed to creating enduring relationships with all of his clients. A small business owner himself, Marc understands the opportunities and challenges of starting, growing and managing a small business, and leverages his years of experience to deliver expert advice to his clients. As Co-Founder and Managing Partner of Fountainhead Advisors, Marc takes pride in being surrounded by professionals with years of knowledge and experience who work seamlessly to provide clients with the best possible, independent advice all within a family culture and atmosphere. Scotts passion to help families and businesses establish a solid financial foundation is rooted in his own personal journey. As a young entrepreneur, he came to understand the challenges of managing the growth of a business alongside the needs of an individual and family. Throughout his over 20 years of helping small businesses owners, Scotts commitment has been to listen to his clients needs throughout various stages of their life and business cycles. His own childhood has served as a backdrop of understanding as to how ...Read More