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Marshall Rosen LUTCF, FSCP
Partner, Chief Operating Officer
Marshall is a financial services professional with over 39 years’ progressive experience, holding positions that range from Advisor, Sales Manager, General Manager, Managing Director, and culminating in becoming a Partner and COO of Creative Financial Network, an independent financial risk management group.
Marshall began his career in the financial services industry in 1986, as a Financial Services Representative in Marshfield, MA after graduating Boston University with a BS degree from the School of Management.
He was promoted into Sales Management in 1989 and transferred to Elmira, NY. As the Managing Director, he earned Management Leader’s Conference six times. In 2009, he relocated to Florida and returned to personal production and qualified for two of MetLife Leader’s Conferences and the 2014 MetLife Platinum Conference.
In addition to his success within MetLife, he has earned the industry designation of Life Underwriters Training Council Fellowship from the American College and is a member of the Million Dollar Round Table.
He has been an accomplished course instructor for The American College. He holds the Series 6, 7, 24, 26, 63 and 66 licenses as well as Life, Health & Variable Annuities Licenses in FL, MA and NY. He is an active supporter of the Special Olympics of Broward County.
Marshall joined Elliott Wealth in 2023 and is currently working closely with our team to provide the best experience for each of our clients.
His most important accomplishment, however is his family. Originally from Massachusetts, he now resides in Lighthouse Point, Florida with his wife and four children. He is an avid Boston sports fan and enjoys boating, water sports, and traveling.
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Brett DiPasquale, AIF® BFA®
Financial Planner
Brett is a Financial Planner with over 14 year’s experience helping, educating, and coaching clients on how to achieve their financial goals. He believes in personalized service with each client and prides himself on making financial education both comfortable and easy to understand. Originally from Baltimore, Maryland - Brett learned from his father who had a successful 45 year career in the financial services industry. He still maintains a large majority of those relationships - some going back over 40 years and over 3 generations of families. Notably, Brett has been featured twice in Baltimore Magazine, “Leaders in Finance” & the “Best Of Baltimore” issue.
Brett graduated with a B.S. degree in Business Management from Belmont Abbey College in NC, where he also played college baseball. Brett holds both Series 7 & Series 66 licenses and is licensed for life, health, and variable insurances, along with the BFA designation (Behavioral Finance Advisor) and an AIF designation (Accredited Investment Fiduciary) .
Brett lives in Sarasota, Florida and enjoys golfing, sports, reading, and staying active.
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Christopher Calandra
Certified Financial Planner ™
Christopher is the founder and principal of Elliott Wealth Management Services, LLC. Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over thirty one years of experience helping small business owners, retirees, and families achieve their financial goals and objectives. He is dedicated to providing each client with the individual attention and tailored strategies to achieve their goals. Chris is committed to devoting as much time and effort possible with clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood; allowing Chris's diverse client base to make informed financial decisions.
After graduating from Western Connecticut State University in 1992, he attained the CFP® designation in 2000 after completing coursework at the College for Financial Planning in Denver, Colorado. Chris holds the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent), and 65 (Investment Advisor Representative). He is licensed for life, health, and variable insurance lines of business and has been affiliated with Osaic (Formerly SagePoint Financial) since 2005.
Christopher is also the host of the Simply Financial Podcast. Chris has been married since 1996 and has two children. He enjoys sports, reading, and traveling in addition to being a podcast host.
ccalandra@elliottwealth.com
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Lindy Brock
Associate Advisor
Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC. Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed, and has a passion for helping people. Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing Elliott Wealth Management Service’s diverse client-base to make informed financial decisions.
After earning her accounting degree from the University of Phoenix in 2014, she completed Boston University's Certified Financial Planner™ (CFP®) program in 2020. She has been with Elliott Wealth since 2014 and has been affiliated with Osaic (Formerly SagePoint Financial) since 2016. Lindy is a frequent guest on Elliott Wealth's Simply Financial Podcast with Christopher Calandra.
Lindy is married and has two children. She enjoys reading, listening to podcasts, and is an avid outdoorsman.
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Daniel Conti*
Communications Coordinator
Dan graduated from the University of Connecticut in 2018 with a bachelor's degree in marketing. He specializes in digital marketing & analytics. Dan joined the Elliott Wealth Management Services team in April of 2020. Before joining us, he worked as a marketing communications assistant for MacDermid Alpha Electronics Solutions for 4 years.
Dan uses his expertise in marketing and technology to coordinate the marketing and digital communication efforts for EWMS. He embraces new technology and is always on the lookout for new and innovative ways to improve our systems and processes to enhance our communication with clients.
Dan's love for socializing, movies, & games is unmatched unless compared to his love for pizza. With that said, he would estimate about 40% of his happiness is attributed to pizza. He’s simply a foodie.