Marco Lima Email & Phone Number
CEO, Wealth Advisor @ MRA Advisory Group
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Marco Lima Location
- North Port, FL, US
Marco Lima Work
- 2017 -now CEO, Wealth Advisor @
- 2003 -2017 Private Wealth Advisor @
Marco Lima Education
- City University of New York-Baruch College
B.B.A. (Finance and Investments)
1996-2002
Marco Lima Skills
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Advisory
- Risk Management
- Insurance
- Wealth Accumulation
- Certified Financial Planner
- Investments
Marco Lima Summary
- Marco Lima, based in North Port, FL, US, is currently a CEO, Wealth Advisor at MRA Advisory Group. Marco Lima brings experience from previous roles at Ameriprise Financial Services, Inc.. Marco Lima holds a 1996 - 2002 B.B.A. in Finance and Investments @ City University of New York-Baruch College. With a robust skill set that includes Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Risk Management and more. Marco Lima has 2 emails and 4 mobile phone numbers on RocketReach.
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