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COUZENS, DOMINGOS, ALLEN & ASSOCIATES
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Marc A Moreno, Associate Financial Advisor serving the Tolland, CT area - Ameriprise Advisors

Marc A Moreno

Associate Financial Advisor
COUZENS, DOMINGOS, ALLEN & ASSOCIATES
EMAIL
PHONE
Ext. 1045
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Education

  • University of Connecticut - Bachelor of Arts

Awards & recognition

  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Forbes Best-in-State Wealth Management Teams, 2024-2026

Interests

  • Enjoy family time with my wife, two sons, and two dogs
  • Skiing and fitness
  • Portuguese food
  • Soccer, Baseball, and College Basketball
  • Learning new things

Connect with us

Marc A Moreno may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.