Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind NAV Advisors, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Founder, President & CEO
A Sarasota native, Marc got his start in the financial services industry over 15 years ago. He loves helping people work toward their dreams with a well-planned retirement strategy.
In addition, Marc is an approved educator with the Association of Financial Educators and a well-known speaker in the Gulf Coast area. He’s passionate about educating the community on retirement income planning, Social Security planning and other financial topics at the State College of Florida.
Marc graduated with an MBA from Babson College in Wellesley, Massachusetts — named one of the best entrepreneurship schools in the country by U.S. News & World Report. Marc has also been featured on local radio WSRQ’s “Tell Me Something Good,” nationally on “Money For Lunch” and in The Wall Street Journal.
Jacob is a third-generation financial advisor whose father was VP of Morgan Stanley in Sarasota. While other kids learned all the colors of the rainbow, Jacob learned the only two colors that mattered: green and red. (It’s even rumored that Jacob’s first word was “portfolio.”)
As a financial professional who can offer investment and insurance products and services, Jacob is passionate about helping people like you navigate their finances throughout retirement. He also enjoys leading informational classes at such local colleges as the State College of Florida and Florida SouthWestern State College.
Adam S. Weiner
Financial Advisor & Registered Representative
Chief Financial Officer
Senior Processing Specialist & Client Services Specialist
Director of First Impressions
Director of Technology and Marketing
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.