About Marco Lima
Experience that keeps the full picture in view.
Mr. Lima is the CEO of MRA Advisory Group, helping the firm deliver on its mission to help clients solve current financial challenges and plan for their future with confidence. 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. from 2000 to 2001 and at Financial Dynamics Business Communications from 2002 to 2003, both in New York City.
Marco 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. He is the author of Building Enduring Wealth For Retirement, a guide for achieving financial independence and creating a faith-based financial plan. He is a member of the Financial Planning Association and lives in Sarasota, Florida.
