David Marsico, Cfp®, Mba

David Marsico, Cfp®, Mba Email and Phone Number

Senior Associate | Wealth Manager at Diamond State Financial Group @ Diamond State Financial Group
newark, delaware, united states
David Marsico, Cfp®, Mba's Location
Media, Pennsylvania, United States, United States
About David Marsico, Cfp®, Mba

Expertise:David’s mission is to help families make important financial decisions so that they can protect and secure a strong financial future. His clients refer to him as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity. David specializes in working with high net worth families by providing:• Custom Investment Solutions• Access to Lending Solutions including Investment Lines of

David Marsico, Cfp®, Mba's Current Company Details
Diamond State Financial Group

Diamond State Financial Group

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Senior Associate | Wealth Manager at Diamond State Financial Group
newark, delaware, united states
Website:
dsfg.com
Employees:
64
David Marsico, Cfp®, Mba Work Experience Details
  • Diamond State Financial Group
    Financial Advisor
    Diamond State Financial Group Jan 2016 - Present
    Greater Philadelphia Area
    Helping families make important financial decisions so that they can protect and secure a strong financial future.
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  • Pershing, A Bny Mellon Company
    Associate Business Development Regional Manager
    Pershing, A Bny Mellon Company Jan 2008 - Jan 2016
    Covered the Central Territory for Lockwood Advisors and Pershing Managed Investments and worked closely with financial advisors to help find the best investment solution for their clients.
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  • Nuveen Investments
    Trading Liaison
    Nuveen Investments May 2005 - Sep 2007
    View

David Marsico, Cfp®, Mba Education Details

Frequently Asked Questions about David Marsico, Cfp®, Mba

What company does David Marsico, Cfp®, Mba work for?

David Marsico, Cfp®, Mba works for Diamond State Financial Group

What is David Marsico, Cfp®, Mba's role at the current company?

David Marsico, Cfp®, Mba's current role is Senior Associate | Wealth Manager at Diamond State Financial Group.

What schools did David Marsico, Cfp®, Mba attend?

David Marsico, Cfp®, Mba attended Villanova University, Shippensburg University Of Pennsylvania.

Who are David Marsico, Cfp®, Mba's colleagues?

David Marsico, Cfp®, Mba's colleagues are Shilpa Singh, Annamarie Ascione, Mac Bree, Hali Englert, Colin Mccabe, Zachary Simendinger, Ketul Mody, Cfp®, Ricp®.

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