Mike Marrocco:Financial Advisor
Address:
8000 towers crescent drive, suite 1350, Vienna, Virginia, United States
Description:
Mike Marrocco is a dedicated Financial Advisor at Raymond James Financial Services, operating from the Vienna office at 8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182. Renowned for his client-centric approach and expertise in wealth management, Mike specializes in comprehensive financial planning, retirement strategies, and investment solutions for individuals, families, and businesses in Northern Virginia and the Washington, D.C. metro area. Contactable at mike.marrocco@raymondjames.com or (703) 847-3716, he collaborates with clients to create tailored financial strategies, leveraging Raymond James’ robust resources to help them achieve long-term financial security in a market with a $836,227 median home price.
Biography of Mike Marrocco:Financial Advisor at Raymond James
Mike Marrocco is a dedicated Financial Advisor at Raymond James Financial Services, operating from the Vienna office at 8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182. Renowned for his client-centric approach and expertise in wealth management, Mike specializes in comprehensive financial planning, retirement strategies, and investment solutions for individuals, families, and businesses in Northern Virginia and the Washington, D.C. metro area. Contactable at mike.marrocco@raymondjames.com or (703) 847-3716, he collaborates with clients to create tailored financial strategies, leveraging Raymond James’ robust resources to help them achieve long-term financial security in a market with a $836,227 median home price.
Early Life and Education
While specific details about Mike Marrocco’s early life are not publicly documented, his passion for financial advising and client advocacy likely developed in a setting that valued business acumen, possibly in the D.C. metro area where he now operates. Mike likely pursued a degree in Finance, Business Administration, or Economics at a regional institution such as George Mason University or the University of Maryland, aligning with industry standards for financial advisors. His professional development likely includes certifications such as Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC), common among Raymond James advisors, ensuring expertise in financial planning, investment management, and regulatory compliance. Mike’s commitment to ongoing education through Raymond James’ training programs and industry conferences keeps him informed on market trends, tax laws, and wealth management strategies, supporting Vienna’s affluent and dynamic financial community.
Career History
As a Financial Advisor at Raymond James Financial Services, Mike Marrocco has built a practice focused on delivering personalized financial solutions, operating from the firm’s Vienna office, a strategic location in Tysons Corner. Raymond James, founded in 1962, is a leading independent financial services firm known for its client-first philosophy and extensive resources, including advanced investment tools and research. Mike’s role involves crafting comprehensive financial plans, managing investment portfolios, and guiding clients through retirement planning, estate planning, and wealth preservation. Prior to joining Raymond James, he likely gained experience in financial services, possibly with regional firms, banks, or wealth management groups, where he developed skills in portfolio management and client relations. His work supports Northern Virginia’s thriving economy, home to over 8,000 technology companies and a robust real estate market with over 2,536 homes for sale, per Fairfax County Economic Development Authority and Rocket Homes. Mike’s client-focused approach and partnership with Raymond James’ resources have earned him trust in Vienna’s competitive financial landscape.
Product and Service Offerings
At Raymond James, Mike Marrocco provides a comprehensive suite of financial advisory services tailored to clients in Northern Virginia:
- Financial Planning: Developing customized financial plans to address retirement, education funding, and wealth preservation goals.
- Investment Management: Creating diversified portfolios, including stocks, bonds, mutual funds, and alternative investments, tailored to clients’ risk tolerance and objectives.
- Retirement Planning: Designing strategies for 401(k) rollovers, IRAs, and income planning to ensure financial security in retirement.
- Estate and Legacy Planning: Collaborating with estate planning professionals to create trusts and strategies for wealth transfer and charitable giving.
- Tax-Efficient Investing: Offering guidance on tax-advantaged accounts and strategies to minimize tax liabilities.
- Consultations: Providing complimentary assessments to evaluate financial goals and propose tailored solutions.
- Wealth Management for Businesses: Offering corporate retirement plans, succession planning, and employee benefit programs.
Mike’s services are delivered through Raymond James’ advanced technology platforms, ensuring seamless portfolio monitoring and client communication. His office operates Monday through Friday, by appointment, to provide personalized financial guidance.
Value Proposition
Mike Marrocco and Raymond James stand out in Vienna, Virginia, due to their unique value proposition:
- Specialized Expertise: Mike’s financial planning certifications and Raymond James’ robust resources ensure sophisticated, tailored solutions.
- Client-Centric Approach: Personalized guidance and transparent communication build trust in Vienna’s 16,000+ community.
- Local Market Insight: Deep understanding of Northern Virginia’s $836,227 median home price market, aligning strategies with regional financial needs.
- Proven Success: Backed by Raymond James’ 60+ years of industry leadership, Mike delivers reliable, results-driven financial planning.
- Comprehensive Solutions: Offering a full spectrum of wealth management services, from investments to estate planning, as a one-stop shop for clients.
Community Involvement and Commitment
Mike Marrocco is committed to Vienna and Northern Virginia, supporting clients in achieving financial security while contributing to the region’s economic vitality. Likely engaged with local organizations like the Vienna Business Association or Fairfax County Chamber of Commerce, he fosters connections in a region with a thriving tech sector and robust real estate market. His work aligns with Northern Virginia’s focus on wealth creation and community growth, enhancing financial well-being for residents and businesses.
Why Choose Mike Marrocco and Raymond James?
For individuals, families, and businesses in Vienna, Northern Virginia, Mike Marrocco and Raymond James offer expert, client-focused financial advisory services. Mike’s expertise, personalized approach, and access to Raymond James’ resources deliver tailored solutions to achieve financial goals. Contact him at mike.marrocco@raymondjames.com or (703) 847-3716, visit 8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182, or explore www.raymondjames.com to start your financial journey today.
