Robert P. Marronaro joined Orbis Wealth in August of 2021 as a Senior Wealth Advisor. In this role, Robert specializes in providing retirement income, investment management, and full-service financial planning. Robert enjoys the challenge of providing clarity and confidence in today’s increasingly complex and uncertain market environment. Dedicated to placing the client’s best interest first, Robert’s clients can enjoy the benefits of working with a financial advisor committed to a true partnership rooted in open and honest dialogue. The result is a unique wealth plan that helps clients maximize and preserve their wealth in the long term.
Robert has been providing comprehensive financial planning and advice for 35 years. He began his career on Wall Street in 1985 with Drexel Burnham Lambert, moving to Equitable (formerly AXA), in 1988 where he served as a National Account Manager for 14 years. Prior to joining Orbis Wealth, Robert worked as a Wealth Management Advisor for TIAA in Princeton, NJ. Throughout these experiences, Robert has been able to establish deep, meaningful relationships with his clients to ensure they are meeting their personal and professional goals.
Robert earned a Bachelor of Arts degree in Business from Wagner College. He is also a Certified Financial Planner ®. Robert is an avid golfer and long-time college sports fan.
Additionally, supporting the National Down Syndrome Society and Special Olympics holds a special meaning to Robert and his family. Robert lives in Morganville, NJ, with his wife Lynette, their three children, James, Andrew, Gabrielle, and their family dog, Sunny.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
Copyright © Orbis Wealth | Powered by AdvisorFlex