AeroLeads people directory · profile

Jose Marrero, Cfp®, Mba Email & Phone Number

Private Wealth Consultant at Raymond James
Location: Greater Tampa Bay Area, United States 7 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Private Wealth Consultant
Location
Greater Tampa Bay Area, United States
Company size
5 employees

Who is Jose Marrero, Cfp®, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jose Marrero, Cfp®, Mba is listed as Private Wealth Consultant at Raymond James, a with 5 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Jose Marrero, Cfp®, Mba.

Jose Marrero, Cfp®, Mba previously worked as VP Financial Consultant at Charles Schwab and Wealth Manager at Usaa. Jose Marrero, Cfp®, Mba holds Master Of Business Administration - Mba from Saint Leo University.

Company email context

Email format at Raymond James

This section adds company-level context without repeating Jose Marrero, Cfp®, Mba's masked contact details.

Raymond James

Review company-level records connected to Jose Marrero, Cfp®, Mba before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Jose Marrero, Cfp®, Mba

Jose Marrero, Cfp®, Mba is a Private Wealth Consultant at Raymond James.

Current workplace

Jose Marrero, Cfp®, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Private Wealth Consultant
Toronto, ON
Website
raymondjames.ca
Employees
5
AeroLeads page
Company profile
View company profile Email format
7 roles

Jose Marrero, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Private Wealth Consultant

Current
Raymond James

St. Petersburg, Florida, Us

Jun 2022 - Present

Vp Financial Consultant

Charles Schwab

Westlake, Texas, Us

May 2020 - Jun 2022

Wealth Manager

Usaa

San Antonio, Texas, Us

Nov 2017 - May 2020

Wealth Advisor

Usaa

San Antonio, Texas, Us

Feb 2016 - Nov 2017

Financial Advisor

Usaa

San Antonio, Texas, Us

Oct 2014 - Feb 2016

Investment Service Representative

Usaa

San Antonio, Texas, Us

Sep 2013 - Oct 2014
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

SP Sandralis Petrino, Mba Cpa Sandralis Petrino, Mba Cpa Colleague at Raymond JamesGreater Orlando, United States View → NL Nancy Leizman, Cpfa Nancy Leizman, Cpfa Colleague at Raymond JamesBeachwood, Ohio, United States View → SO Sean O’Brien Sean O’Brien Colleague at Raymond JamesGreater Tampa Bay Area, United States View → CA Catherine Austin Catherine Austin Colleague at Raymond JamesSt Petersburg, Florida, United States View → MG Michael Graham Michael Graham Colleague at Raymond JamesGreater St. Louis, United States View → PK Perry Korszen Perry Korszen Colleague at Raymond JamesSarasota, Florida, United States View → MG Merrick Ghali Merrick Ghali Colleague at Raymond JamesSt Petersburg, Florida, United States View → MH Mark Hamm Mark Hamm Colleague at Raymond JamesMobile, Alabama, United States View → RH Ron Hill Ron Hill Colleague at Raymond JamesGreater Tampa Bay Area, United States View → JH James Hemenway James Hemenway Colleague at Raymond JamesKalamazoo, Michigan, United States View →
2 education records

Jose Marrero, Cfp®, Mba education

Master Of Business Administration - Mba

Saint Leo University

Bachelor Of Arts - Ba, Finance And Financial Management Services

University Of South Florida
FAQ

Frequently asked questions about Jose Marrero, Cfp®, Mba

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

What company does Jose Marrero, Cfp®, Mba work for?

Jose Marrero, Cfp®, Mba works for Raymond James.

What is Jose Marrero, Cfp®, Mba's role at Raymond James?

Jose Marrero, Cfp®, Mba is listed as Private Wealth Consultant at Raymond James.

Where is Jose Marrero, Cfp®, Mba based?

Jose Marrero, Cfp®, Mba is based in Greater Tampa Bay Area, United States while working with Raymond James.

What companies has Jose Marrero, Cfp®, Mba worked for?

Jose Marrero, Cfp®, Mba has worked for Raymond James, Charles Schwab, Usaa, and Florida Department Of Financial Services.

Who are Jose Marrero, Cfp®, Mba's colleagues at Raymond James?

Jose Marrero, Cfp®, Mba's colleagues at Raymond James include Sandralis Petrino, Mba Cpa, Nancy Leizman, Cpfa, Sean O’Brien, Catherine Austin, and Michael Graham.

How can I contact Jose Marrero, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Jose Marrero, Cfp®, Mba at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Jose Marrero, Cfp®, Mba attend?

Jose Marrero, Cfp®, Mba holds Master Of Business Administration - Mba from Saint Leo University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.