Marmo Financial Group, LLC

Scott Marmo is a financial advisor with Marmo Financial Group, LLC in Johnson City, TN, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Marmo Financial Group since 2007 and previously worked at Triad Advisors, Inc. from 2006 to 2016. Outside of his advisory role, Marmo is an insurance broker and serves as an ex-officio board member of Holston Medical Group, P.C. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, and retirement plan advisory consulting. The firm employs a long-term, asset allocation-based approach and incorporates fundamental analysis and fiduciary tools such as the fi360 Toolkit in its investment process.

Sasha Stewart is a CFP® professional with four years of industry experience, currently serving at Marmo Financial Group, LLC since 2023. Prior to this, Stewart worked for nine years at WealthWise, Inc. dba WorthWhile Wealth Council. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, retirement income services, and retirement plan advisory consulting. The firm employs a long-term, asset allocation-based approach, using fundamental analysis for select securities and tools like the fi360 Toolkit to support investment due diligence.

Robert Tankesley III is a CFP® with 18 years of industry experience currently serving at Marmo Financial Group, LLC. He has worked at Marmo since 2023 and previously spent 12 years at Neri Capital Partners. In addition to his financial advising role, he is a principal at Walden Mergers & Acquisitions, focusing on selling businesses to outside buyers. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, and retirement plan advisory consulting. The firm follows a long-term, asset allocation-based investment approach and uses fundamental analysis and fiduciary tools to support investment due diligence.