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 @ MRA Advisory Group
2003 - 2017 Private Wealth Advisor @ Financial Services Company
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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

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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 3 emails and 3 mobile phone numbers on RocketReach.

Marco Lima Emails

Found 3 emails

Marco Lima Phone Numbers

Found 6 phone numbers

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Marco Lima

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Top MRA Advisory Group Employees

Marco Lima

CEO, Wealth Advisor at MRA Advisory Group

North Port, FL, US
3
- hotmail.com
- att.net
- gmail.com
5+
- +1 407-695-XXXX
- +1 973-928-XXXX
- +1 201-320-XXXX
- +1 201-424-XXXX
- +1 973-855-XXXX
- +1 586-354-XXXX
Beth Wahlig

Director of Sustainable Investing and Wealth Advisor; Speaker on Climate Change Initiatives at MRA Advisory Group

Philadelphia, PA, US
3
- yahoo.com
- comcast.net
- gmail.com
5+
- +1 908-790-XXXX
- +1 717-766-XXXX
- +1 973-265-XXXX
- +1 973-265-XXXX
- +1 908-790-XXXX
- +1 908-313-XXXX
Joseph Verile

Operations And Account Manager at MRA Advisory Group

New York, NY, US
3
- +1 862-228-XXXX
- +1 973-616-XXXX
- +1 201-320-XXXX
Alison Cogan

Director of Tax Services at MRA Advisory Group

Parsippany-Troy Hills, NJ, US
1
- verizon.net
4
- +1 973-386-XXXX
- +1 973-463-XXXX
- +1 862-812-XXXX
- +1 862-220-XXXX
Carol Kupetz

Director or Client Services at MRA Advisory Group

Wharton, NJ, US
1
- gmail.com
1
- +1 973-229-XXXX
Jolaine Richmond

Client Experience Coordinator at MRA Advisory Group

New York, NY, US
1
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