The Financial Services Team at Marcum Wealth is dedicated to providing comprehensive financial planning and investment management services. This multidisciplinary group, including Financial Associates, Investment Analysts, a Trading Specialist, and Certified Financial Planners, collaborates to create customized financial roadmaps and implement strategic investment processes. Their goal is to assist clients in achieving their life-long and legacy financial objectives effectively.
Alynne D. Zielinski
Director Of Financial Planning
Cj Schur
Portfolio Specialist
Gregory Lopez Cfp®
Certified Financial Planner
Jack R.
Portfolio Specialist
Jack Rohde
Investment Analyst
Joanna Lograsso
Financial Associate
Kaitlin R. Nicholis
Financial Planning Analyst
Kevin Pietrzyk
Trading Specialist
Marquis Lewis
Financial Associate
Tyler Smith
Financial Associate
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