Marlo W. DeMoss is an accomplished financial professional. She is a Certified Public Accountant, a Florida-licensed health and life insurance agent and has earned her Certified Financial Planner™ certification. Marlo earned her Bachelor’s of Science degree, with honors, in Accounting from Auburn University and completed the required Master’s courses at the University of South Florida for her CPA certification.
Marlo has more than 30 years executive level experience at major banks in Charlotte, NC, and at KPMG Peat Marwick in Tampa. She is licensed to sell securities in Alabama, Florida, Georgia, New York and South Carolina as a registered representative of Cambridge Investment Research, Inc. And is also an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.
A long-time resident of the Florida Keys, she is active in numerous civic and professional organizations including Leadership Monroe - Class Eleven, Upper Keys Rotary Club, Upper Keys Century Business and Professional Women, American Association of Health Insurance Advisors, and both the National and Florida Association of Insurance and Financial Advisors.