Welcome

We understand that wealth management is not just about resources and capability.  It is about how we use those resources; with creativity, innovation and flexibility.

Our clients can expect to receive the utmost in personalized attention and tailored financial service.  In addition to an attentive staff you get a team of Financial Advisors whose advice is based on knowledge of the markets as well as a full understanding of your investment objectives.It is important to manage our client's wealth, not merely their investments. By taking a wealth management approach, we help you determine what's really important to you, then develop a comprehensive plan that addresses:
  • Income and Cash Flow: We will map out a course to help you achieve the income you will need when you need it.
  • Borrowing: We believe that how you invest and how you borrow are linked. Borrowing strategically can help you spend what you need to spend instead of spending what you need to invest.
  • Asset Protection Strategies: By understanding the lifestyle you enjoy and the one you're building toward, we can see the possible threats against it (taxes, inflation, volatility, creditor's lawsuits, identity theft, tragedy) and help you plan for and deal with them.
  • Wealth Transfer: We will work with you on trust and estate planning strategies, charitable giving, business succession and funding for estate taxes.
  • Investment Management: Based on your financial status today, we will help you calculate the returns necessary to achieve your future goals. We will then craft an investment program designed to help you reach your goals and implement the plan using one of the most powerful and intelligent investment platforms in the world.
  • Business Strategies: If you own a business, we can offer a range of financing options and capital structures to support the growth of your business, advise you on your current debt structures and cash management, and help you establish a retirement plan for yourself and your employees.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Trust Accounts5
  • Asset Management6
  • Cash Management7
  • Lending Products
  • Life Insurance8
  • Fixed Income9
  • Certificates of Deposit10
  • Corporate Bonds11
  • Municipal Bonds12
  • Annuities13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

285 Clyde Morris Blvd
Ste 100
Ormond Beach, FL 32174
US
Direct:
(386) 671-2314(386) 671-2314
Toll-Free:
(800) 824-1391(800) 824-1391

Meet The Everest Group

Photo of Marc Nilsen

Marc Nilsen

Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist

Phone:
(386) 671-2317(386) 671-2317

About Me

Financial Industry experience since 1995 
Series 7, 31 & 63
Insurance Licensed
Graduated Stetson University, DeLand, FL
Major course work in finance and a concentration in investments
Certified Financial Planner™ - CFP® designation
Securities Agent: TX, FL, WA, VA, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, KY, IN, IL, ID, IA, GA, DC, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272818

About Me

Financial Industry experience since 1970
Series 7 & 63 Licensed
Insurance Licensed
Life & Health Insurance Licensed
Securities Agent: TX, FL, WA, VA, TN, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MN, MI, ME, MD, MA, KY, IN, IL, ID, IA, HI, GA, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1279044

About Me

Financial Industry experience since 2006
Series 7, 63 & 65 Licensed
Insurance Licensed
Securities Agent: TX, FL, WV, WA, VA, TN, PA, OR, OH, NY, NV, NJ, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, GA, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1262266

About Me

Financial Industry and Customer Service experience since 2000
Series 7 and 66

About Me

Financial Industry and Customer Service experience since 1984
Series 7 and 63
From Our Team

A Comprehensive View of Your Financial Life


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Ready to start a conversation? Contact The Everest Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

10CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

12Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

13Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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