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Professionally Speaking
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About Us
Ross Marino, CFP® is a CERTIFIED FINANCIAL PLANNER™ practitioner and branch manager Raymond James Financial Services, Inc. Ross has been a financial advisor with Raymond James since 1993 and has more than 23 years of financial planning experience. An accomplished speaker, Ross enjoys educating his clients about retirement planning and investing. He is the founding president of the Cape Fear Council of the Financial Planning Association (www.fpanet.org), a member of the National Association of Christian Financial Consultants (www.nacfc.com), and the Financial Services Institute (http://www.financialservices.org/).
Your financial planning team includes:
Mike Giblin, CFP® - Mike helps clients navigate through the different stages of the financial planning process. Previously, Mike spent many years working on Wall Street before joining UBS in Wilmington, NC.
Kay Hovious, our Office Manager, semi-retired after 31 years with the University of North Carolina at Chapel Hill, moved to Wilmington to be closer to her family. Prior to joining our team, she was Director of Administration for the UNC Chapel Hill School of Law.
Barbara Jaco, our Client Services Manager, joined our team in 2006. Previously she spent 15 years as the Director of Client Services with The M Group, a financial planning firm in Maryland.
Jennifer Garay, our Client Services Assistant, has many years of experience as a realtor and instructs local real estate courses.
Our team provides advice and solutions. We constantly strive to improve our industry knowledge through intensive study, research and hard work. At the same time, it’s important for you to keep us up to date on your goals as well as providing feedback on our services.
Professional Licenses and Designations:
CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner
IMC - Investment Management Consultant
Series 7: General Securities License
Series 24: Registered Principal
Series 31: Futures Managed Funds
Series 51: Municipal Fund Securities Limited Principal
Series 63: State Blue Sky Exam
Series 65: Investment Advisor
Life, Health and Disability Insurance
Long Term Care and Medicare Supplement Insurance
Chartered Market Technician Level 1
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
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.
© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
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CFP® | CERTIFIED FINANCIAL PLANNER™ | |
