Jennifer Marino, MBA, CFP®

Director of Client Services

Jennifer is our Internal Analyst and is a Series 7 Registered Representative with LPL. Working closely with Mark, she monitors all portfolio allocations, fund movement requests, and trades as directed. She is responsible for market research for both client and advisors. Jennifer also assists clients in servicing of their financial plans.

Jennifer graduated from the University of Tampa with a Bachelor's in Finance and received her MBA from Saint Leo University. Originally from New York, Jennifer moved to Florida in 2006 with her husband Frank. Together they love to travel as well as spend time with friends, family, and their dogs: Patton & Vedder.  

Phone (813) 343-3864
Fax (813) 925-3804