Markey Wealth Management, Inc., based in Gainesville, Florida, is an independent financial management practice. Established by Certified Financial Planner® Darrin Markey in 2009, it offers personalized financial services tailored to individual client goals. With a strong foundation in the industry spanning over 25 years, including executive and managerial roles at banks and investment firms, Mr. Markey brings substantial expertise.
Markey Wealth Management is complemented by professionals such as Larry Resczenski and Dudley Wade. Larry, with over two decades of experience in investment and retirement planning—particularly for employees of the University of Florida and Shands Healthcare—contributes depth in navigating Florida's retirement services like FRS and DROP. Dudley Wade adds expertise from over 20 years in business, specializing in structuring sustainable investment programs aimed at securing comfortable retirements.
The team recently expanded with Tryssa Pacciulli, who holds a bachelor's degree in finance from the University of Florida and brings over twelve years' experience in financial planning, particularly with Florida Retirement System plans. Her background emphasizes creating strategic educational and legacy trusts tailored to individual needs and circumstances.
Markey Wealth Management services are supported by LPL Financial partnership, providing access to trust services through The Private Trust Company N.A., catering to residents of various states including AL, CO, FL, LA, NY, and others. Located at 5055 SW 91st Terrace, Suite 102, the firm maintains a professional commitment to holistic financial management encompassing investment options, tax planning, estate planning, insurance strategies, and more.
For inquiries, their offices can be contacted at (352) 338-1560 or toll-free at (877) 338-1560. More information about services and offerings can be found on the company website at markeywealthmanagement.com.
KEY FACTS ABOUT MARKEY WEALTH MANAGEMENT, INC.
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US Businesses
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Companies in Florida
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Alachua County Companies
- Company name
- MARKEY WEALTH MANAGEMENT, INC.
- Status
- Active
- Filed Number
- P09000031065
- FEI Number
- 264606386
- Date of Incorporation
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April 6, 2009
Age - 17 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://markeywealthmanagement.com
- Phones
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(352) 338-1560
(877) 338-1560
(866) 536-5711
MARKEY WEALTH MANAGEMENT, INC. NEAR ME
- Principal Address
- 5055 SW 91st Terrace,
Suite 102,
Gainesville,
FL,
32608,
US
See Also