Tumolo Wealth Management LLC

Mark Bobruff is a financial advisor at Tumolo Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, Prudential Financial Planning Services, and TD Ameritrade, among others. Tumolo Wealth Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm offers discretionary managed accounts and access to third-party sub-advisors, tailoring advice to clients' risk tolerance, time horizon, and goals.

Kenneth Tumolo is a CFP® with 12 years of industry experience, currently serving as an advisor at Tumolo Wealth Management LLC. His prior roles include positions at Tucker Asset Management and JB Capital LLC. He is also a licensed insurance agent, engaged in the sale of various insurance products. Tumolo Wealth Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering discretionary managed accounts and access to third-party sub-advisors and wrap-fee programs. The firm tailors advice to clients’ risk tolerance, time horizon, and goals, employing strategies such as asset allocation and dollar-cost averaging, with regular account reviews and an emphasis on tax consultation.

Nicholas Tumolo is a financial advisor with Tumolo Wealth Management LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Tucker Asset Management and CWPM LLC and has been involved with Tumolo Financial since 2020. Tumolo is also a licensed insurance agent, engaged in the sale of various insurance products since 2014. Tumolo Wealth Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering discretionary managed accounts and access to third-party sub-advisors and wrap-fee programs. The firm tailors advice to clients’ risk tolerance and goals, using multiple investment strategies and emphasizes tax consultation as part of its service.

Brittni Oxendine is a financial advisor at Tumolo Wealth Management LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones and National Financial Network. Outside of finance, she hosts and facilitates monthly networking and social events through her business, Skip The Small Talk LLC. Tumolo Wealth Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering discretionary managed accounts and access to third-party sub-advisors and wrap-fee programs. The firm tailors advice to clients’ risk tolerance, time horizon, and goals, employing strategies such as asset allocation and dollar-cost averaging.