Anthony Marino, Financial Advisor, has been in the financial services industry since 1985, primarily working with families, medical professionals, and closely held business owners.
Mr. Marino has completed both Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations at the American College in Bryn Mawr, PA. He received his BA in Management from the University of Massachusetts, Amherst, and is a Fellow of the Life Management Institute (FLMI) of Atlanta, GA
CLU and ChFC designees must adhere to ongoing ethical, educational, and professional requirements. They are credentialed to provide advice on a broad range of advanced financial topics, including wealth accumulation, investments, retirement planning, life and health insurance, and business and estate planning.
While working at MetLife, Anthony was a member of the Platinum Inner Circle, which recognizes excellence in client service and investment management. Tony's practice is consistently among the top advisors in a field of over 8,000 in the Broker-Dealer Group. He is fully licensed in investments, annuities, and insurance and serves clients in many states.
Mr. Marino lives in Chelmsford, MA, with his wife and three children. He has been active in the Chelmsford Youth Baseball and Basketball programs and also the Genesis Fund, a non-profit organization for the benefit of children with birth defects and disabilities.
FIVE-STAR WEALTH MANAGER
**This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2024: 02/01/2024, 04/10/2023 - 10/31/2023; 2023: 02/01/23, 05/23/22- 01/06/22; 2022: 2/1/22, 5/24/21 - 11/19/21; 2021: 02/01/2021, 05/25/2020 - 11/30/2020; 2020: 2/1/2020, 04/01/2019 - 12/13/2019; 2019: 12/1/2019, 04/18/2018 - 11/06/2018; 2018: 01/01/2018, 03/23/21017 - 11/10/2017.
The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.