Chief Executive Officer And Investment Advisor
Current
Oct 2021 - Present
AeroLeads people directory · profile
Marianna Beddard, Aif®, Esq. Email & Phone Number
CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients.
at
PlayBook Advizor
1 work email found
@wellsfargoadvisors.com
1 phone found area 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients.
Location
Port Washington, New York, United States
Who is Marianna Beddard, Aif®, Esq.? Overview
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Quick answer
Marianna Beddard, Aif®, Esq. is listed as CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients. at PlayBook Advizor, based in Port Washington, New York, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Marianna Beddard, Aif®, Esq..
Marianna Beddard, Aif®, Esq. previously worked as Chief Executive Officer and Investment Advisor at Playbook Advizor and Vice President-Investment Officer, Financial Advisor at Wells Fargo Advisors. Marianna Beddard, Aif®, Esq. holds Doctor Of Law (J.D.), Law from The Catholic University Of America, Columbus School Of Law.
Company email context
Email format at PlayBook Advizor
This section adds company-level context without repeating Marianna Beddard, Aif®, Esq.'s masked contact details.
*@wellsfargoadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Marianna Beddard, Aif®, Esq.. Compare company email patterns before reaching out.
Profile bio
About Marianna Beddard, Aif®, Esq.
I love breaking down broad financial concepts and investment rules with clients as we create their personal PlayBook of actions needed to achieve their realistic financial goals. I build financial/investment PlayBooks from the Plan Sponsor level down to my Personal Individual Clients. Fees are always in mind as the goal is to maximize the Client’s PlayBook.**Standard Disclosure**Advisory services are offered by The PlayBook Advizor an Investment Advisor in the States of CA and NY.
Listed skills include Finance, Financial Advisory, Wealth Preservation Planning, Estate Planning Strategies, and 14 others.
Current workplace
Marianna Beddard, Aif®, Esq.'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 15 years
Marianna Beddard, Aif®, Esq. work experience
A career timeline built from the work history available for this profile.
Vice President-Investment Officer, Financial Advisor
Apr 2014 - Oct 2021
Attorney
Aug 2013 - Feb 2014
Legal
2012 - 2013
~1 yr
2 education records
Marianna Beddard, Aif®, Esq. education
Doctor Of Law (J.D.), Law
The Catholic University Of America, Columbus School Of Law
Bachelor Of Applied Science (B.A.Sc.), Administration Of Justice
George Mason University
FAQ
Frequently asked questions about Marianna Beddard, Aif®, Esq.
Quick answers generated from the profile data available on this page.
What company does Marianna Beddard, Aif®, Esq. work for?
Marianna Beddard, Aif®, Esq. works for PlayBook Advizor.
What is Marianna Beddard, Aif®, Esq.'s role at PlayBook Advizor?
Marianna Beddard, Aif®, Esq. is listed as CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients. at PlayBook Advizor.
What is Marianna Beddard, Aif®, Esq.'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Marianna Beddard, Aif®, Esq. at PlayBook Advizor.
What is Marianna Beddard, Aif®, Esq.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Marianna Beddard, Aif®, Esq. at PlayBook Advizor.
Where is Marianna Beddard, Aif®, Esq. based?
Marianna Beddard, Aif®, Esq. is based in Port Washington, New York, United States while working with PlayBook Advizor.
What companies has Marianna Beddard, Aif®, Esq. worked for?
Marianna Beddard, Aif®, Esq. has worked for Playbook Advizor, Wells Fargo Advisors, Giovanniello Law Group P C, and Westinghouse Lighting.
How can I contact Marianna Beddard, Aif®, Esq.?
You can use AeroLeads to view verified contact signals for Marianna Beddard, Aif®, Esq. at PlayBook Advizor, including work email, phone, and LinkedIn data when available.
What schools did Marianna Beddard, Aif®, Esq. attend?
Marianna Beddard, Aif®, Esq. holds Doctor Of Law (J.D.), Law from The Catholic University Of America, Columbus School Of Law.
What skills is Marianna Beddard, Aif®, Esq. known for?
Marianna Beddard, Aif®, Esq. is listed with skills including Finance, Financial Advisory, Wealth Preservation Planning, Estate Planning Strategies, Strategic Planning, Mutual Funds, Retirement Planning, and Insurance.
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