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, Osaic. 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 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
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Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth..