MARKEY WEALTH MANAGEMENT, INC.
GAINESVILLE, FLORIDA

MARKEY WEALTH MANAGEMENT, INC., Gainesville

Markey Wealth Management is an independent financial management practice in Gainesville, Florida.  Certified Financial Planner® Darrin Markey started the practice in 2009. Darrin Markey is a Certified Financial Planner™ (CFP®) and is designated as a Registered Tax Return Preparer with the IRS. Darrin has been in the industry for over 25 years. Prior to forming Markey Wealth Management in 2009, Darrin worked in executive and management positions at various banks and investment firms. His approach to financial planning is to take the time to understand each person’s financial goals and then create an individualized plan to help them to achieve those goals. In addition to a degree in business administration, Darrin holds multiple FINRA security registrations with LPL Financial and is also annuity and life insurance licensed.  Larry Resczenski has over 20 years of investment and retirement planning experience and has worked extensively with University of Florida and Shands healthcare employees. During his time in Gainesville he has helped many clients work through the complexities of the Florida Retirement Service (FRS) and Deferred Retirement Option Program (DROP).  Larry joining Markey Wealth Management will allow him to help clients formulate comprehensive financial plans through LPL Financial; thus enabling them to save for retirement, manage their assets, and efficiently pass these assets to the next generation. With his in-depth knowledge of the various State of Florida retirement plans, Larry will contribute to Markey Wealth Management’s client-centered process by offering well-rounded retirement planning. Dudley Wade brings a wealth of knowledge to the organization with over 20 years in the business. He is specially trained in structuring sound investment programs, with an emphasis on properly preparing for and maintaining a comfortable retirement. Throughout his career, he has helped his clients set up effective programs to fund retirement, educate their children and grandchildren, create special legacies and trusts and efficiently preserve and transfer wealth to succeeding generations. Wade also has experience working with small business owners who want to offer retirement benefits for their employees It is our pleasure to announce the addition of Tryssa Pacciulli, as the newest member of the Markey Wealth Management team. Tryssa has a bachelor's degree in finance from the University of Florida, and brings more than twelve years of financial services experience to our team. She is a licensed Financial Advisor who has 12 years of experience with the Florida Retirement System, DROP, the Pension plan & the FRS Investment Plan. She also comes with a strong background in employer retirement plans, such as the 457b, 403b and SUSORP. Establishing a solid personalized financial plan was a lesson Tryssa learned as a child. Born in Brazil and raised in Miami, she witnessed first-hand how a lack of financial guidance can impact a family for generations. It became her mission in life to teach others the importance of setting financial goals and developing strategies to help pursue them. "I am so excited to be joining Markey Wealth Management! The freedom to provide a vast array of investment and planning options is so important to me. As I move my financial practice, I can now offer objective advice on a broader platform that also includes tax planning, Medicare, insurance, estate planning, college savings programs and so much more." As Darrin Markey puts it, "Tryssa's clients will enjoy personalized attention, tailored portfolios and professional management of their investments." has joined forces with Markey Wealth Management and brings a wealth of knowledge to the organization. With a Bachelor's Degree in Finance from the University of Florida, Tryssa is a licensed Financial Advisor who has twelve years of experience working with employees of the University of Florida, the Alachua County School Board, and various state agencies throughout North Central Florida.   LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.  The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CO, FL, ID, LA, NC, NH, NV, NY, OH, PA, VA.

KEY FACTS ABOUT MARKEY WEALTH MANAGEMENT, INC.

Company name
MARKEY WEALTH MANAGEMENT, INC.
Status
Active
Filed Number
P09000031065
FEI Number
264606386
Date of Incorporation
April 6, 2009
Age - 16 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://markeywealthmanagement.com
Phones
(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

Officers and Directors

The MARKEY WEALTH MANAGEMENT, INC. managed by the one person from Gainesville on following positions: P, V

Darrin J Markey

Position
P, V Active
From
Gainesville, 32608





Registered Agent is Darrin Markey

From
Gainesville, 32608

Events

May 27, 2014
REINSTATEMENT
September 27, 2013
ADMIN DISSOLUTION FOR ANNUAL REPORT
September 25, 2009
NAME CHANGE AMENDMENT

Annual Reports

2023
April 10, 2023
2022
May 2, 2022