Marco Lima, CFP®'s Email & Phone Number

💼 Past Experience

Since 2003, Marco Lima has been a Certified Financial Planner (CFP). This experience includes working with a variety of clients in the financial services industry, such as private Wealth Advisors, investment companies, and mutual funds. Prior to joining MRA Advisory Group as CEO in 2017, Marco Lima was Executive Vice President and Chief Operating Officer of Ameriprise Financial Services, Inc., which was a wholly-owned subsidiary of the American Insurance Group. From 2003-07-01 to 2017-05-01, Marco Lima was a Private Wealth Advisor at Ameriprise Financial Services, Inc. which dealt with personal and corporate clients.As a CFP, Marco Lima is experienced in finical planning, investment advice, insurance, financial planning, and retirement planning. He is also skilled inxeudential research and has a deep understanding of financial markets and their effects on investment opportunities. Marco Lima has a proven track record as an Executive Vice President and Chief Operating Officer of Ameriprise Financial Services, Inc., and he will bring his experience and skills to the role of CEO at Marco Lima Advisory Group.As a Private Wealth Advisor, Marco Lima's primary goal was to provide his clients with the best possible service and to help them achieve their financial goals. He took great pride in providing top-rated customer service and helping his clients achieve their full financial potential. Marco Lima is excited to join the Marco Lima Advisory Group and establish himself as a leader in the industry.

🎓 Education

Marco Lima currently holds a B.B.A.Finance and Investments degree from City University of New York-Baruch College.

💡 Technical & Interpersonal Skills

Marco Lima is a Certified Financial Planner and Investment Advisory with over 10 years of experience, including eight years in the financial industry as a certified financial planner. Marco Lima is also a risk manager and investment advisor with experience in Global Investment, Insurance and Wealth Management.Marco Lima has a degree in Economics from Santa Clara University, as well as a certification in Certified Financial Planner from the Community Financial Planning Association. Marco Lima is currently a Private Wealth Advisor at Ameriprise Financial Services, Inc. from 2003-07-01 to 2017-05-01 . He is the CEO and Wealth Advisor at MRA Advisory Group, a company with over 10 years of experience in providing financial planning, investment advice and risk management services to individuals and families. Marco Lima also has experience in Global Investment, Insurance and Wealth Management.