Fiduciary
MRA Advisory Group
A team built
for the full picture.
Since 2012, MRA has helped clients meet today’s financial challenges and plan for the future with confidence. In 2017, the firm became an independent Registered Investment Advisory firm.
Talk with MRA →Our Mission
Help clients solve today’s financial challenges and plan for their future with confidence.
Financial decisions rarely arrive one at a time. MRA brings planning, investing, tax, insurance and business conversations together, with experienced people helping you see what matters next.
Experienced
Specialists who stay close.
Most MRA wealth advisors bring more than two decades of financial-services experience to the work.Systems Driven
Modern tools. Better service.
Financial technology helps keep your information, conversations and decisions connected.Independent
Advice with room to think.
As an independent Registered Investment Advisory firm, MRA is built to keep your full financial picture at the centre.The MRA Team
Specialists working
in concert.
Experienced advisors and dedicated support staff, connected around the people and decisions that matter most.

Marco Lima, CFP®
CEO, Wealth Advisor
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Adam C. Anderson, CFP®
Director of Alternative Investments
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Alison Cogan, CPA
Director of Tax Services
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Paul S. Plemenos
Director of Wealth Management
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Beth P. Wahlig
Director of Socially Responsible Investing
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Ty Pitman
Director of Insurance Solutions
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Dalton Chandler, MBA, APMA
Wealth Advisor
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Jonathan Brito
International Wealth Advisor
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Joseph Verile, CRPC®
Director of Operations, Wealth Advisor
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Carol Kupetz
Director of Client Services
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Jolaine Richmond
Client Experience Coordinator
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Fernanda Thompson-Lima
International Business Manager
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Fabricio Alvarenga
Operations Assistant

Nicholas Thompson
Operations Assistant

Sasha DeBrito
Operations Assistant
MRA Offices
Meet us where you are.
Visit MRA in New Jersey, Florida or Kentucky. Each office connects you to the same integrated planning conversation.
New Jersey
MRA Advisory Group
14 Walsh Drive, Suite 302Parsippany, NJ 07054Florida
MRA Advisory Group
2369 Fruitville RdSarasota, FL 34237Kentucky
