Mark J. Marroni, JD, LLM, CLU, ChFC, AIF 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 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
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.
IN HER ROLE
Christen Bushie joined Boston Partners and Mark Marroni’s Financial Advisory Team as a Financial Paraplanner in the fall of 2015 and was promoted to Associate Advisor in the summer of 2020. In her role, Christen provides direction to clients, fulfills service requests and works closely with her Financial Advisory Team to help ensure our clients have an exceptional client service experience. Christen also plays an integral role during the Financial Planning process, working to assist the Advisory Team in preparing financial plans, investment allocation models, and presentations for clients. Christen has her Series 6, 63, and 65 licenses, is a licensed life insurance agent, and has her AIF designation.
Christen is a recent graduate of Framingham State University where she earned a Bachelor’s degree in Criminology with a minor in Law and Politics. Christen has a strong client service background. Prior to joining Boston Partners, Christen spent three years working in the banking industry where she provided client support to banking customers, helping them to better understand the features of their accounts.
Christen resides in Westford, Massachusetts. When she is not working, she enjoys reading, photography, and playing with her dogs, Amber and Granite.
Securities and advisory services offered through Royal Alliance Associates, 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.
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.