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Marcus De Vito, MBA, JD, LL.M

Marcus De Vito, MBA, JD, LL.M

Director of Advanced Planning

 

By training, Marcus has a Masters in Business Administration ("MBA") from Clark University as well as a Juris Doctorate ("JD") and a Masters of Laws in Taxation ("LL.M") from Villanova University. From an industry perspective, Marcus is FINRA licensed and holds his Series 7 & 66 investment licenses as well as his life, health, and accident insurance licenses. This extensive educational background permits Marcus to view planning through many different lenses. Financial planning is effective at any stage in one’s career and can never be started too early. Marcus is an integral part of our team and is essential to our firm’s financial planning approach. Marcus works with clients to create objective fee based plans tailored to each client and their individual situation. These plans help individuals, as well as business owners, overcome a variety of concerns including:

  • Retirement Planning
  • Investment Planning
  • Business Succession Planning
  • Employee Benefits
  • Tax Mitigation Strategies

In his personal life, Marcus enjoys spending time with his family and is an avid sailor.

Registered Representative and Financial Advisor of Park Avenue Securities LLC,  Financial Representative of Guardian, not practicing JD for Guardian or its subsidiaries or affiliates. CA Insurance License #4105180