Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
21yrs
Eric Marvin has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Fort Myers, Florida. After three years at J P Turner & Company Capital Management and five years at Merrill, Eric joined M&m Wealth Management in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors in Florida
Office13410 Parker Commons Blvd Suite 101, Fort Myers, FL 33912
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$330,352
Advisors at the firm2
States licensed ?2 states
Services through M&m Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowM&m Wealth Management, LLCCurrent firm
- 2011 – 2014J P Turner & Company Capital Management, LLCPreviously
- 2006 – 2011MerrillPreviously
- Dec 2005 – Feb 2006MSI Financial Services, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call M&m Wealth Management at 239-288-6542 and ask for Eric Marvin. Eric works from the Fort Myers, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2005, about 21 years. More experience than 63% of advisors in Florida.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
M&m Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Uhler Vertich White Advisors
47yrs
Top advisor by experience at Uhler Vertich White Advisors
Sanctuary Advisors
46yrs
Top advisor by experience at Sanctuary Advisors
Amerity Wealth Management
45yrs
Top advisor by experience at Amerity Wealth Management
Morgan Stanley
45yrs
Top 1% by experience in Fort Myers
Morgan Stanley
45yrs
Top 1% by experience in Fort Myers