Mark J. Marroni, JD, LLM, CLU, ChFC is the President of Boston Partners Financial Group, LLC, based in Andover, Massachusetts. Boston Partners is a firm of over 90 Advisors focused on helping clients with their wealth accumulation, preservation, and distribution. We are an independent firm with a strong partnership with our broker dealer, Royal Alliance. Mark’s personal practice is focused on retirement and estate planning for individuals and families. He has a particular area of expertise in working with closely held and family business owners. Mark applies a team approach when working with clients to ensure the highest level of client service. He is a recipient of Boston Magazine’s Five Star Wealth Manager Award and is a recipient of the Achieving Client Excellence Award for Signator Investors.
Prior to owning Boston Partners and his advisory practice, Mark was an estate planning attorney engaged in private practice in Boston and Manhattan. His practice concentrated on estate planning, trust and estate administration, philanthropic planning, and fiduciary representation.
Mark lives in North Andover with his wife Kimberly and his two teen-aged daughters, Katie and Anna. He is on the Board of Trustees at the Greater Boston Stage Company and is very actively involved with the Mass Audubon Society. In his spare time, Mark enjoys sailing, hiking, and most of all, spending time with his family.
ACHIEVING CLIENT EXCELLENCE DISCLOSURE
FIVE STAR DISCLOSURE
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
Dave began his career in the Financial Services Industry in 2008 as an intern with Merrill Lynch. In 2009, he became a full-time adviser at Boston Partners Financial Group, LLC. As an advisor with Boston Partners, Dave worked with a network of financial planners, financial analysts, accountants, and attorneys, to help his clients create actionable plans to obtain and preserve the things most important to them.
In 2014, Dave was promoted to the firm’s management team to focus on the coordination and expansion of the firm’s robust education programs as well as provide a centralized resource for case design and advanced planning assistance. He is also responsible for working with the firm’s strategic partners to oversee and expand Boston Partners array of capabilities.
Dave graduated Cum Laude from Bryant University with a double major in Finance and Marketing and a minor in Legal Studies. In 2008, while attending college, Dave was chosen as the Lead Analyst for the Industrial Sector in the Bryant University Archway Fund. In 2009 he was promoted to Portfolio Manager of the Industrial Sector and assumed a role as Head of Alternative Investments for the same fund.
After graduating college, Dave earned his Series 7, 66, Accidental, Life, and Health Insurance licenses. He also earned his Certification in Long-Term Care (CLTC) designation from the Corporation for Long-Term Care Certification in Newton, MA.
Dave was raised in Tewksbury, MA and lives in Reading, MA with his wife, Lauren and dog, Johnny. He is an avid fan of Boston sports and enjoys playing soccer, basketball, and golf. In his spare time, Dave enjoys cooking for his friends and family
Sarah has been with John Hancock since 1992. She has worked in the corporate offices in various positions including claims, legal, compliance and the sales department before joining Boston Partners in 2002 to run the Compliance Department. Sarah brings field and home office experience to the management team at Boston Partners.
Sarah and her team provide guidance to sales associates and the management team on all securities and insurance regulations. Sarah holds insurance, securities, investment advisor licenses as well as the General Securities Principal (Series 24) and Limited Bond Principal (Series 51) licenses. She oversees all securities, new account suitability review, compliance and licensing.
Sarah resides in Dracut, Massachusetts with her husband, Thomas Witts, and their two sons, Sam and Thomas. Outside of work, Sarah takes on an active role with the schools and PTO organizations in her town and is an avid supporter to both her sons in their athletic and music endeavors.
As the Firm’s Office Manager, Amie oversees and delivers a highly personalized concierge service to our Financial Advisors and ensures that our Advisors and Staff enjoy a safe and comfortable working environment. Amie thrives on improving business processes and oversees our talented Administrative, Technical and Marketing Team. Reporting directly to the Managing Partner and working closely with Senior Management, Amie ensures that we are constantly meeting the needs of our Financial Advisors.
Amie has over twenty years’ experience supporting financial professionals and executive managers and most recently worked as a Supervisor at Putnam Investments before joining Boston Partners in 2010. Amie earned her Associates Degree in Accounting in 1989 and completed information technology training at Clark University in 2001.
IN HIS ROLE: Charlie joined the Boston Partners supervision team in 2007. Charlie helps provide guidance to advisors and the management team on all securities and insurance regulations. Charlie holds FINRA Series 6, 7, 24, 26, 51, 63, 65, licenses as well as Massachusetts Life and Health licenses. He helps oversee all supervision and compliance matters with the firm.
EXPERIENCE: Before joining Boston Partners, Charlie worked at Allmerica Financial from 1998 until 2007 in multiple roles including Customer Service, Distribution Support and finally Compliance.
ABOUT ME: Charlie resides in Leominster, Massachusetts with his wife Stacy and their two children, Avery and Sophia. Outside of work, Charlie likes to go hiking and travel with his family. He also likes to play soccer, poker and loves classic arcade games.
IN HER ROLE: Donna is the New Business Director and assists in leading the Life New Business team to provide support to Financial Advisors with life, disability, annuity and long term care case support. As a team, they review and analyze all application data and obtain required supporting documents as needed to determine if an application file is in good order. She is also responsible for screening replacements and transfers for regulatory requirements. She reviews files for completeness and once in good order, assists with the underwriting process and having contracts ready for delivery.
EXPERIENCE: Before coming to Boston Partners Financial Group, Donna worked with John Hancock at their Boston office and began her career as a case manager, in which allowed her to grow within the company. Prior to her career with working with Financial Advisors, she worked in the Health Care industry and developed an understanding of the importance of having a financial plan, which began her carrier in supporting Financial Advisors.
ABOUT ME: Donna enjoys theater, especially musicals, movies, going to Red Sox games. She enjoys spending time with her three beautiful children our dog, Rado, and cat, Snowball. For fun she writes a little poetry –this one is her favorite
Seeds of Life
Seeds of life begins at birth and blossoms to adulthood. Seeds are the fundamental begging of life.
Our seeds become what we stand for. As a seed is planted our future begins.
We begin life with the seed. We nurture it with soil, water, sun and most of all Love.
We blossom to be either a shrub or a beautiful flower. Either case it really doesn't matter.
In the end the love we receive is True to Nature.
In his/her role: Ann started at BPFG in 2010 as a part time Compliance Assistant, and moved into her current role of Firm Supervision Coordinator in 2011. Her primary responsibility is to provide support to Sarah and Charlie, assist with the process of new business, licensing, SMAR approvals, as well as all aspects of the day to day operations in Firm Supervision.
Experience: She has a diverse background from working many years in various technical jobs in the telecommunications industry as well as the office of a local plumbing company.
About me: Ann currently resides in Methuen. She and her husband, Bob, have three wonderful sons, Robbie, Eric and Sean, and their dog, Champ. She likes spending time with family & friends, traveling, and movies.
IN HER ROLE: Caitlin Clary joined Boston Partners in November of 2012 as the firm receptionist. Since then she has moved to multiple positions within the firm and currently works as the Supervision Coordinator for our Compliance team. In her role, Caitlin works closely with the advisors and handles their business processing. She also provides support to Sarah and Charlie as well as day to day operations of firm supervision.
EXPERIENCE: Caitlin graduated from Assumption College in 2012 where she earned a Bachelor’s Degree in Business Management with a minor in Marketing. She has had a diverse background, working in many different industries, from a police department Community Resource Officer to an event caterer.
ABOUT ME: Caitlin was raised in Belmont, New Hampshire and currently resides in North Andover, Massachusetts. Caitlin grew up being a three sport athlete and played Division II softball at Assumption. In 2017 she was inducted into the Belmont NH High School Athletic Hall of Fame for soccer, basketball, and softball. In her spare time, she loves to spend time with her friends and family, coach softball, and box.
In Her Role: Abby Wolnik joined Boston Partners in September of 2016 as the firm receptionist and was quickly promoted to the Client Services Manager on Mark Marroni’s Financial Advisory Team in February 2017. In her role, Abby is often the first person that clients will talk to when they have service needs or questions and will often be the voice on the other end of the phone when contacting the Advisory Team. Abby is currently the point person for life insurance processing and is studying to become licensed as a life insurance agent.
Experience: Abby is a recent graduate of the University of North Carolina at Wilmington in 2016 where she earned a Bachelor’s degree in Business Management. She has a diverse background in many different roles, from working as a Merchandise intern and Assistant Controller at a professional sports team, to many years working at a bank as a teller and lending department assistant.
About Me: Abby resides in North Andover, Massachusetts. She is a big New England sports fan. In her spare time, she loves to go on hikes, travel, and she is an escape room and puppy enthusiast.
In her role: Mindy currently works as the Payroll Administrator for Boston Partners. She work closely with Jeff and Amie processing compensation for various commissions for advisors, and payroll for staff.
Experience: Prior to working at Boston Partners, Mindy worked at Blue Cross Blue Shield of Massachusetts for ten years. She worked in the Provider Audit Department. She would research claims payed, assist in the recovery process, assist in the scheduling and research process. She later transferred over to the HR Department and I was the HR Coordinator for the HealthCare Services Division. She left Blue Cross Blue Shield to raise her two daughters, Gracy and Jenna. Once they were older, she worked part-time for Advanced Back Care as the Office Manager.
About me: Mindy enjoys spending time with her family and including their dog Rocky in all actives. They enjoy bike riding, walking and her favorite thing to do is gardening. She really enjoys planting and making her yard come to life. Mindy is from California and loves going home to visit. Traveling is a big part of her life. Mindy also loves to volunteer and is active in her community.