About Bison Wealth

 

Empowering individuals and families to build a lasting legacy.

Our Culture

We created Bison with a vision that families benefit from 3 simple concepts.  Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.

As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.

View Our Leadership
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Eliot Marr

Financial Advisor, Capital Defender Advisors*

Tampa, FL

With over 20 years in financial services, Eliot Marr has earned a reputation for high quality service, ethical business practices, and the overall integrity of his investment advisory practice. He specializes in retirement planning for retirees and pre-retirees as well as asset management. Eliot has also spent the past decade working directly with hundreds of law enforcement officers, Fire Fighters, Corrections officers, and Educators within the FRS(Florida Retirement System) as well as multiple municipal retirement plans throughout the state of Florida. He has achieved the designations of Chartered Retirement Planning Counselor CRPC® with the College for Financial Planning and Accredited Investment Fiduciary AIF®. Eliot currently holds his FINRA Series 7, Series 6, Series 66, Florida 215 Life, Health, and Variable annuity licenses. He is also a published author of the financial advocacy book Choose Wisely. Eliot strives to create a more empowered and successful client throughout his client relationships. His ultimate goal is to help his clients achieve their investment and retirement goals while providing the highest level of service.


*Advisor is a registered representative of Bison Wealth, and may offer securities through, Metric Financial, LLC a FINRA/SIPIC member. Bison Wealth and Metric are not affiliated.