Managing Director
CurrentOur team, The Mahoney Group, has two business lines: wealth management and institutional investment consulting and management (DC plans, DB plans, endowments and foundations).In our wealth management business, we manage conservative, balanced, investment portfolios. We advocate broad diversification and a highly disciplined process.In the institutional space, we advise, consult and manage retirement plans (401k, Defined Benefit plans and pension plans) for corporations and non-profits. We also consult and handle investment management for non-profit institutions on both endowments and retirement plans.Any questions or requests for information related to my business should be directed to my OFFICE EMAIL: mark.marotta@RaymondJames.comRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link for additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
