Comprehensive Wealth Management

Professional Competence. Personal Integrity.    
Trusting Relationships. A Team Approach to Your Success.

When you become a client, you don’t just hire Ross Marino--you hire an entire TEAM to attend to all your financial needs.


You deserve quick responses to your questions and concerns. And only through the efforts of a dedicated team can information be absorbed, appropriate recommendations made and prompt service provided.

Our mission is to help our clients make the most informed and appropriate financial decisions so their wealth and resources will be aligned with their values.

Our clients are predominately successful business owners and high-net-worth retirees. 

Our expertise includes investment management, estate and financial planning, retirement planning, asset protection, and small business retirement plans .

Our goal is to help you enjoy today, while planning for tomorrow.

In the news ... Ross Marino was featured in the cover story of ON WALL STREET MAGAZINE, entitled "Pride of the Profession." The article profiled seven financial planners and financial advisors from across the country who made an impact in their community.

Ross taught the Retirement Planning and Employee Benefits module for the CERTIFIED FINANCIAL PLANNERprogram at the University of North Carolina, Wilmington for years. And, he can be seen regularly on WWAY TV3. The current segments may be viewed at

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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210-4 Avondale Ave
WilmingtonNC 28403
Phone: 910-395-1991
Fax: 866-713-0689
Toll-Free: 888-277-3878
Toll-Free: 888-277-3878
Contact Us

Raymond 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.

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