Abbey Shupe, CFP®

Abbey Shupe, CFP®

Team Members - Associate Financial Advisor

E: This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 239-454-1117 ext:121
F: 239-454-0249
6216 Whiskey Creek Dr Suite A
Fort Myers, Florida 33919

Abbey holds a B.B.A with dual majors in Finance and Family Enterprise from Stetson University’s School of Business Administration in DeLand, Florida. She graduated cum laude in May of 2013. Upon graduating, Abbey began working for Heart of Florida Insurance Group, creating the Finance & Compliance department. Her responsibilities included maintaining up to date financials for the company and assisting with multiple acquisitions, ensuring the company was both financially stable and in compliance with state regulation. Because of a growing interest in the wealth management field, in June of 2014, Abbey decided to move closer to her family and began working for Marquis Wealth Management Group in July 2014 as an Associate Financial Advisor.  She earned the CERTIFIED FINANCIAL PLANNER™ certification in April of 2018. Outside of her growing interest in the wealth management field, Abbey enjoys spending time with her family and friends on Lake June in Lake Placid, Florida.

Career Summary

Associate Financial Advisor, 2014 – Present
Marquis Wealth Management Group Finance and Compliance, 2013 – 2014
Heart of Florida Insurance Group, Deland, FL
Professional Designations
NASD Series 65 License
Florida Life, Health, and Variable Annuity Insurance License
B.B.A. in Finance and Family Enterprise, 2013
Stetson University School of Business
DeLand, Florida