Marcum Financial Services LLC, the investment advisory affiliate of the accounting firm Marcum LLP, has named Lisa Marino as vice president of wealth protection and insurance advisory services.
She is based at Marcum’s New York City headquarters.
Marino develops financial and wealth preservation plans for affluent clients using an array of insurance products for estate planning and income protection. She specializes in 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.
She 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.
“Securing adequate insurance coverage as part of a comprehensive wealth protection and risk management strategy is an essential part of any financial plan,” said Steven D. Brett, president of Marcum Financial Services and Raymond James branch manager, in a statement. “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.”
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, the Financial Industry Regulatory Authority, Columbian Lawyers Association and N.Y. Boston University Alumni Association.
Marino 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.
She received her Bachelor of Science from Boston University and holds FINRA Series 6 and 63 securities licenses.
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