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Marcum Financial Services Names Lisa Marino Vice President

SEPTEMBER 18, 2013 (New York City, NY) – Marcum Financial Services LLC, the investment advisory affiliate of Marcum LLP, has named Lisa Marino as Vice President of Wealth Protection and Insurance Advisory Services.  She is based at the Firm’s New York City headquarters.

“Securing adequate insurance coverage as part of a comprehensive wealth protection and risk management strategy is an essential part of any financial plan,” stated Steven D. Brett, President of Marcum Financial Services and Raymond James Branch Manager.  “The addition of Lisa Marino to our team adds another professional at Marcum Financial Services who can help clients identify areas where they may benefit from a reduction of risk and can recommend wealth protection strategies that address our clients’ overall financial needs.”

Ms. Marino develops financial and wealth preservation plans for affluent clients utilizing an array of insurance products for estate planning and income protection. Her specializations include custom planning to preserve assets and achieve estate distribution goals, while leveraging the tax advantages of life insurance to preserve and transfer wealth to future family generations. 

Ms. Marino has more than a decade of experience working with complex life insurance policy audits and analysis, fiduciary compliance, disability protection plans, and long term care plans. Before joining Marcum, she was a Senior Consultant at Chernoff Diamond.

Ms. Marino has been honored by Long Island Business News as a “Top 40 Under 40” award winner. She is a member the Society of Financial Service Professionals, FINRA (Financial Industry Regulatory Authority), Columbian Lawyers Association and NY Boston University Alumni Association.  She also is active in several community service organizations, including Society Ties, the young professionals committee of The Leukemia & Lymphoma Society; CityMeals on Wheels; The Fresh Air Fund; and The Sass Foundation for Medical Research.

Ms. Marino received her Bachelor of Science from Boston University. She holds FINRA Series 6 and 63 securities licenses. 

She is a resident of New York City.

For more information, visit www.marcumfs.com or call 212.485.5500.

About Marcum Financial Services
Marcum Financial Services LLC is an independent financial and wealth management advisory firm providing professional advice, sound risk management, quality investment products and personal, efficient service. Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC.

About Marcum Group
Marcum LLP and Marcum Financial Services LLC are member companies of the Marcum Group, an organization providing a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management, and executive and professional recruiting. The Marcum Group companies include Marcum LLP; Marcum Technology LLC; Marcum Search LLC; Marcum Financial Services LLC; Marcum Bernstein & Pinchuk LLP; MarcumBuchanan Associates LLC; and Marcum Cronus Partners LLC. For more information, visit www.marcumllp.com.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

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