Skip to main content Skip to search

David Polkinghorn

Advisor

Series 7, Series 66, Life, Health, and Variable Annuity.

David Polkinghorn graduated from the University of South Florida with a Bachelor of Science in Finance. Born and raised near Cleveland, Ohio, David is an avid sports fan, and enjoys attending games in his personal time. He relocated to the Tampa Bay area in 1998 to continue his college education, and has remained a Pinellas County resident ever since.

David began his professional career in accounting and finance in 2003, and joined Amuni Financial, Inc. in 2015. He has a passion for serving and educating clients to help them achieve their investment and retirement goals.

(727) 825 – 0522

(800) 868 – 6864

FINRA’s Broker/Check
Read more

Alan Marsh

Vice President / Financial Advisor

Series 7, Series 24, Series 52, Series 53, Series 63, Life, Health, and Variable Annuity.

Alan Marsh is a licensed securities representative and principal, and a licensed insurance agent. Alan is a graduate of the University of Florida’s Warrington College of Business and joined Amuni Financial, Inc. in 2012. He has completed the FINRA Institute at Wharton’s Certified Regulatory and Compliance Professional (CRCPTM) program at the Wharton School of the University of Pennsylvania.

Alan enjoys spending time outdoors and on the water, with his sons Braden and Tanner. He and his wife Coral support several local charitable organizations including the Children’s Dream Fund, the YMCA, Tampa Bay Watch, The Kind Mouse, and the Hernando de Soto Historical Society.

alan@amuni.com

(727) 825 – 0522

(800) 868 – 6864

FINRA’s Broker/Check
Read more