Marnie McGrath, CF2

About Marnie McGrath

As a Certified Financial Fiduciary, Marnie has retained loyal clients by building a reputation of integrity, knowledge, and accountability.  She began her career as an independent representative for Smith Barney Citigroup in 1998.  In 2003, she relocated to Boca Raton, FL and accepted a position as Insurance Principal for American Securities Group, Inc.  She spearheaded agency projects, acquired extensive knowledge implementing and directing compliance for a registered investment advisor's fund of funds.  Ms. McGrath is proficient with asset allocation, client evaluation, and investment analysis.  She has proven success leading business development efforts, expanding customer base, and implementing a culture of compliance and increasing revenue potential.  Marnie is the owner and manager of American Insurance Services Group, LLC & her registered investment advisory firm, Marnie McGrath, LLC.  She currently holds a series 65 securities license and is also Life, Health, and Annuities licensed.