Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Intergenerational Planning

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA, American Studies, University of Notre Dame, Notre Dame, IN
  • MPA, Public Administration, University of South Florida, Tampa, FL

Interests

Marco met his wife Emily in 2005 at the University of Notre Dame. They have been married 14 years and have five young children. They are parishioners of Saint Ignatius of Antioch Roman Catholic Church in Tarpon Springs and enjoy spending family time outdoors, shuttling kids to activities, and cooking. Marco is also an avid tennis player . He speaks Italian which he picked up from his Italian Mom and his experience living in Italy as a child. He also speaks French and studied abroad in France during college. Marco spent his early career working in local government and remains passionate about child welfare and public transportation issues.

Community participation

Religious Education Teacher and Middle School EDGE Ministry Volunteer

  • St. Ignatius of Antioch Catholic Church, Tarpon Springs, FL

Awards & recognition

  • Reverity Financial Group, Ameriprise Client Experience Award, 2020-2021

Previous experience

  • Director of Government and Community Relations, Hillsborough Area Regional Transit (HART), Tampa, FL, 2010-2018
  • Program Manager, Guardian Ad Litem Program, New Port Richey, FL, 2006-2010

Honored to receive recognition

All of us at Reverity Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Reverity Financial Group team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.