About Alan

I’m from St. Petersburg, Florida and my wife Coral is from Key West. We have two boys, Braden and Tanner, and they keep us pretty busy. We enjoy spending family time taking advantage of all that St. Pete has to offer, and traveling to some of our favorite places including the mountains of eastern North Carolina, the Florida Keys, the out islands of the Bahamas, and the B.V.I.

When I’m not working, I’m shuttling the kids to and from school and sports. On the weekends we’re usually on the water. If we’re not at the sandbar, you’ll probably find us fishing, snorkeling, diving, or pursuing some other related hobby in Tampa Bay or the Gulf of Mexico.

In my free time, I am also involved with All Children’s Hospital, National Pediatric Cancer Foundation, Tampa Bay Watch, and Old Salts Fishing Foundation.

I have been working at Amuni Financial since 2012. The inclusive atmosphere encourages cooperation and collaboration between team members, and that helps lead to great outcomes for our clients. Additionally, the leadership team at Amuni places a premium on providing careful, deliberate advice; something our clients have come to value through the years.

I graduated from the University of Florida, Warrington College of Business. I also attended the FINRA Institute at Wharton, CRCP.

ABOUT ALAN

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CONTACT INFORMATION

advice@amuni.comcreate new email
(727) 825 – 0522
(800) 868 – 6864
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LICENSES

Series 7
Series 24
Series 52
Series 53
Series 63
Series 66

Alan Marsh is registered to do business in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, NJ, NY, NC, OH, PA, PR, SC, SD, TN, TX, VT, VA, WA, WV, WI, WY.

Certifications: The FINRA Institute at Georgetown, Certified Regulatory and Compliance Professional
(CRCP®); 2021 Finra South Region Committee Member

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