Marc Scudillo
Marc is a Senior Wealth Advisor at Prosperity and a Partner in the Private Client Services group at EisnerAmper, bringing over 30 years of industry experience. Specializing in working with business owners and their families, Marc helps navigate the complexities of wealth management at every phase of life, ensuring personal and business objectives are aligned.
He also provides expert guidance for clients navigating the pre- and post-divorce process, supporting them in making informed financial decisions that reduce stress and maximize outcomes.
Marc has extensive experience addressing the planning needs of business owners throughout the growth cycle of their companies. By incorporating tax-efficient strategies and synchronized planning for both the business and its owner, he ensures long-term financial success and stability.
Combining his in-depth knowledge of tax strategies, investment management, and estate planning, Marc creates customized, comprehensive solutions that provide clarity and peace of mind for his clients.
Previously, Marc has held key positions at EisnerAmper Wealth Management.
Contact
13099 S. Cleveland Avenue, Suite 200
Fort Myers, FL 33907
Credentials & Education
- Colgate University: BA, Economics
- NYU Stern School of Business: MBA, Finance; MS, Accounting
- Certified Business Exit Consultant (CBEC®)
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER ™ (CFP®)
- Accredited Investment Fiduciary Analyst (AIFA®)
- Securities Licenses; 7, 24, 31, 65
Affiliations
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American Institute of Certified Public Accountant
- Florida Institute of Certified Public Accountants
- Financial Planning Association
- International Exit Planning Association
- Naples Italian American Foundation