Marc A. Morrone, CFP®, AEP® is a wealth strategist focused on empowering ultra-high-net-worth individuals and families to achieve their financial goals through personalized strategies. They have held leadership positions, including Vice President of Advanced Planning, where they crafted sophisticated wealth strategies and collaborated with cross-functional teams. Their experience includes managing a substantial portfolio at Fidelity Investments, enhancing client relationships, and authoring thought leadership on wealth planning. Marc has a Bachelor of Science in Public Accounting from Fordham University, a Master of Taxation from the University of Denver, and is currently pursuing a Certificate in Financial Planning at Boston University.
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