Grace Advisory Group Names New Manager of Port Charlotte Office
Grace Advisory Group announces the appointment of Financial Advisor Marilyn Prevoir as Manager of the company’s Port Charlotte office. The office is at 1777 Tamiami Trail, Suite #300. The company has been serving the Charlotte County area for a number of years.
Marilyn was born and raised in Fitchburg, Massachusetts and moved to Florida in 2009 to be closer to family. She has worked in Financial Services throughout her career, starting as a Mortgage Processor and then working in Underwriting and Management. She spent eleven years at Fidelity Bank in Central Massachusetts where she was Assistant Vice President of Residential Lending and then promoted to Vice President, Client Relationship Manager in Insurance, Annuity and Investment Services.
Marilyn is a graduate of the College for Financial Planning, Denver, CO and has completed the Certified Financial Planner Education Program. She is a Florida Licensed Life, Health and Annuity Agent and an NMLS Licensed Mortgage Loan Originator. In her spare time, Marilyn enjoys time with her family, fitness, walking, hiking and reading.
When talking about what drew her to Grace Advisory Group, Marilyn says: “The most personally rewarding aspect of my career has always been developing a level of personal trust and providing peace of mind to my Clients. The positive team environment and ethical standards at Grace Advisory are exceptional. Having access to our experts and tremendous resources allows me to work with the top professionals in our field and provide the best possible solutions for my clients.”
The Grace Advisory Group team of legal, tax, accounting and insurance experts specializes in building financial plans that emphasize safety while reducing taxes and providing a steady stream of income that our clients cannot outlive In addition to its headquarters in Fort Myers and the Port Charlotte office, the company has offices in Naples, Sarasota, Tampa and The Villages.
To contact Ms. Prevoir, call the Port Charlotte office at 941-255-0154 or 866-481-5550. Visit the company website at www.GraceTax.com.