With more than 20 years of experience in the financial services industry, Marty provides knowledgeable guidance to help clients pursue their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and has expertise in comprehensive financial planning and wealth management, with a special focus on the implementation of risk management strategies. Always putting the needs of our clients first, Marty utilizes research-based investment strategies and a customized approach to help clients pursue each of the goals that are important to them and their families.
Before joining Raymond James in 2017, Marty spent over 19 years at Merrill Lynch serving as senior vice president and senior resident director. Prior to entering the financial services industry, he served in the United States Marine Corps from 1989 to 1998 as a Major and helicopter pilot. Marty earned a bachelor’s degree in psychology from the College of the Holy Cross and an MBA from Boston University.
An active member of his community, Marty founded and chairs the Marine Corps Scholarship Foundation annual Connecticut golf tournament, which has raised more than $800,000 to provide needs-based college scholarships for children of Marines. He and his wife, Jen, founded Glastonbury TOPSoccer – a youth soccer team for children with disabilities. Marty is a board member for the Connecticut Family Support Network, Inc.
In his spare time, Marty enjoys golfing, skiing, snowboarding, fishing and vacationing with his family. Son to a fellow Marine, he was born in Quantico, Virginia, and calls Fall River, Massachusetts, home. Marty and Jen live in Glastonbury with their children, Kaitlyn, Jamie, Mattie and Halle.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.