David Marsico, Cfp®, Mba
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David Marsico, Cfp®, Mba Email & Phone Number

Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group
Location: Media, Pennsylvania, United States 3 work roles 2 schools
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Current company
Diamond State Financial Group
Role
Senior Associate | Wealth Manager at Diamond State Financial Group
Location
Media, Pennsylvania, United States
Company size
64 employees

Who is David Marsico, Cfp®, Mba? Overview

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Quick answer

David Marsico, Cfp®, Mba is listed as Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group, a company with 64 employees, based in Media, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Marsico, Cfp®, Mba.

David Marsico, Cfp®, Mba previously worked as Financial Advisor at Diamond State Financial Group and Associate Business Development Regional Manager at Pershing, A Bny Mellon Company. David Marsico, Cfp®, Mba holds Mba, Finance And Economics from Villanova University.

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Email format at Diamond State Financial Group

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Diamond State Financial Group

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Profile bio

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

Current workplace

David Marsico, Cfp®, Mba's current company

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Diamond State Financial Group
Diamond State Financial Group
Senior Associate | Wealth Manager at Diamond State Financial Group
newark, delaware, united states
Website
dsfg.com
Employees
64
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3 roles

David Marsico, Cfp®, Mba work experience

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Financial Advisor

Current
Diamond State Financial Group

Greater Philadelphia Area

Helping families make important financial decisions so that they can protect and secure a strong financial future.

Jan 2016 - Present

Associate Business Development Regional Manager

Pershing, A Bny Mellon Company

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.

Jan 2008 - Jan 2016
Team & coworkers

Colleagues at Diamond State Financial Group

Other employees you can reach at dsfg.com. View company contacts for 64 employees →

BR Bryan Radcliff, Cfp®, Chfc®, Ricp® Bryan Radcliff, Cfp®, Chfc®, Ricp® Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → PM Paul Morrison Paul Morrison Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → MB Mac Bree Mac Bree Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → DF Dylan Furlano Dylan Furlano Colleague at Diamond State Financial GroupKennett Square, Pennsylvania, United States, United States View → JH Jason Hagerman Jason Hagerman Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → KC Kelli C. Kelli C. Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → SE Sa Ed Sa Ed Colleague at Diamond State Financial GroupMacao, Macao SAR, Macao View → SB Scott Becker Scott Becker Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → ME Matthew Evans Matthew Evans Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View → TM Tyler Malek Tyler Malek Colleague at Diamond State Financial GroupNewark, Delaware, United States, United States View →
2 education records

David Marsico, Cfp®, Mba education

FAQ

Frequently asked questions about David Marsico, Cfp®, Mba

Quick answers generated from the profile data available on this page.

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 Diamond State Financial Group?

David Marsico, Cfp®, Mba is listed as Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group.

Where is David Marsico, Cfp®, Mba based?

David Marsico, Cfp®, Mba is based in Media, Pennsylvania, United States while working with Diamond State Financial Group.

What companies has David Marsico, Cfp®, Mba worked for?

David Marsico, Cfp®, Mba has worked for Diamond State Financial Group, Pershing, A Bny Mellon Company, and Nuveen Investments.

Who are David Marsico, Cfp®, Mba's colleagues at Diamond State Financial Group?

David Marsico, Cfp®, Mba's colleagues at Diamond State Financial Group include Bryan Radcliff, Cfp®, Chfc®, Ricp®, Paul Morrison, Mac Bree, Dylan Furlano, and Jason Hagerman.

How can I contact David Marsico, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for David Marsico, Cfp®, Mba at Diamond State Financial Group, including work email, phone, and LinkedIn data when available.

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

David Marsico, Cfp®, Mba holds Mba, Finance And Economics from Villanova University.

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