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Marley Dallas

Marley Dallas

Financial Advisor, Estate Planning Coordinator

As a licensed financial advisor holding Series 7, Series 66, and Life, Health, and Annuity Insurance licenses, I am passionate about connecting with clients and creating long-lasting relationships. My focus is on helping clients achieve their financial goals through personalized guidance and support. Originally from Phoenix, Arizona, I recently made Tampa, Florida, my home, where I live with my wife, Chloe, and our three beloved dogs.

Before entering the financial industry, I spent nearly a decade in the medical field, which instilled in me a unique, service-oriented perspective. This experience has been invaluable in my financial practice, where I am committed to building meaningful, long-term relationships with clients and guiding them toward lasting financial success. Outside of the office, I enjoy going to the gym, golfing, spending beach days with my dogs, and cheering on my favorite Arizona sports teams. My aim is to support clients on their financial journeys, helping them realize their aspirations with confidence.