Jennifer Marino MBA, CFP®

Director of Client Relations

Jennifer joined our team in 2011 and serves as our Director of Client Relations. Jennifer received her CFP® designation in 2020 and holds the Series 7, Registered Representative, license with LPL Financial. Working closely with Mark, she monitors asset allocations, fund movement requests, and trades as directed. She is responsible for market/account research support for both clients and advisors. Jennifer also assists in the creation/maintenance of financial plans and strategies.

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 and watch movies, as well as spend time with friends and family.