Elio is responsible for client servicing, investment fiduciary guidance for plan sponsors, retirement readiness of plan participants, and business development in the Southeastern United States. He has a significant background in agricultural education and economics, and he has earned the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies.

Elio received his BS in Agricultural Education from Penn State. He received his MS in Agricultural Education and Food & Resource Economics as well as his Ph.D. in Entrepreneurship and Business from the University of Florida. He has eleven years of financial and investment industry experience.

Elio is active in the community through his service with the Gainesville Area Chamber of Commerce, the First Baptist Church of Alachua, the Latin American Discipleship Outreach Mission Board and the Gainesville Ducks Unlimited Chapter.

He holds the Series 6, 7, and 66 with IFP Securities, LLC. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and PFS Financial are not affiliated.

Check Elio’s background on FINRA’s BrokerCheck.