Marlene Clark

Marlene Clark

Financial Services Representative

Coastal Wealth Management Group- Fort Myers
9530 Marketplace Road, Suite #108
Fort Myers, FL 33912

Phone: (239)896-1315
Fax: (239)896-1141
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY
My mission is to provide individuals, families, and business owners with assistance and guidance in building their financial freedom and financial peace of mind for themselves and generations to come.

I have the skills, knowledge and background experience required to help clarify and meet my clients established goals. I am a lifetime resource for each and every client.

QUALIFICATIONS
• Licensed to sell Life & Health Insurance & Variable Annuity in Florida
• Registered Representative of MetLife Securities, Inc.
• 16+ years as Financial Services Representative

PRODUCTS AND SERVICES

  •   Wealth Management Services
  •   Managed Accounts
  •   Stocks & Bonds
  •   Mutual Funds
  •   401 (K) & 403 (B)
  •   Pension Transfer/Rollovers
  •   IRA Consolidation/Rollovers
  •   Fixed Annuities
  •   Variable Annuities 
  •   Tax Sheltered Annuities, 403(b) Plans
  •   Term Insurance
  •   Universal Life Insurance
  •   Variable Universal Life Insurance
  •   Whole Life Insurance
  •   Disability Income Insurance
  •   Long-Term Care Insurance
  •   Charitable Giving Strategies
  •   Estate Conservation Strategies
  •   Education Funding Strategies
  •   Mortgage Protection (through life insurance and disability income insurance) 
  •   Medicare Supplement Coverage
  •   Pension Payout Alternatives

PERSONAL 

  • Current resident in Fort Myers Area FL
  • Over 6 years resident of state of Florida
  • Born and raised in San Francisco Bay Area CA
  • 20 years resident in North Dakota & Minnesota
  • Hobbies: Dancing, Martial Arts, Entertaining, Cooking, Reading, Public Speaking

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies.L0212238854[exp1214][FL]