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Senior Vice President, Investments

MARK.MAROTTA@RAYMONDJAMES.COM

 

Mark began his career on Wall Street in 1980 and joined Merrill Lynch in 1994. He joined Raymond James in 2015. His areas of focus include retirement planning services, wealth transfer, portfolio design, income strategies and wealth management. Mark has a bachelor's degree in political science and business from the State University of New York, and holds the Certified Investment Management Analyst® (CIMA®) designation. He has been highly involved in youth baseball and basketball in his community, and has also been recognized for his contributions to the charitable endeavors and scholarship fund-raising activities of the Order Sons of Italy in America. Mark, his wife Diane, and their children, Caroline and Christian, reside in Ho-Ho-Kus, New Jersey.


WHY WORK WITH A CIMA®

 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.