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Marco Lima, CFP®

CEO, Wealth Advisor

Phone: + 1 844.672.7623

Marco Lima, CFP®

Chief Executive Officer

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 2016.

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 2001 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 five children.

Our Office

3799 US Hwy 46, Ste. 100
Parsippany, NJ 07054 USA

Contact Us

+1 844.672.7623

Office Hours

Mon-Fri: 9am – 5pm
Sat-Sun: Closed

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