Marco Lima, CFP®
CEO, Wealth Advisor
Mr. Lima is the CEO of MRA Advisory Group, helping the firm deliver on its mission to simplify financial services across generations. Marco is also a Partner and Investment Committee member of MRA Capital Partners. He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2017.
His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. (2000– 2001) and at Financial Dynamics Business Communications (2002–2003), both in New York City. He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2002 from Baruch College –The City University of New York, New York, NY.
He enjoys community service and volunteers for Habitat for Humanity, Community Food Bank of New Jersey and is a member of the Financial Planning Association.
He lives in Morristown, NJ with his wife Fernanda and his five children.
- Financial Planning
- Wealth Management
- Retirement income strategies
- Protection Planning
- Tax Planning