Marco Lima, CFP®

Marco Lima is a prominent financial professional serving as the CEO and Wealth Advisor at MRA Advisory Group, an independent Registered Investment Advisory firm located in Parsippany, New Jersey. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and possesses extensive experience in financial services, having worked in the industry for over 17 years.

Professional Background

• Current Role: As CEO of MRA Advisory Group since May 2017, Lima leads a team committed to simplifying financial services across generations. His firm focuses on comprehensive financial planning, wealth management, and risk management strategies tailored to meet diverse client needs.134
• Previous Experience: Before joining MRA Advisory Group, he was a Private Wealth Advisor at Ameriprise Financial Services from 2003 to 2017. His earlier roles included positions in investor relations at Gavin Anderson & Co. and Financial Dynamics Business Communications in New York City.14

Education and Credentials

Lima earned a Bachelor of Business Administration (B.B.A.) in Finance and Investments from Baruch College, The City University of New York, graduating in 2002. He is actively involved in community service, volunteering for organizations like Habitat for Humanity and the Community Food Bank of New Jersey, and is a member of the Financial Planning Association.13

Personal Life

Marco Lima resides in Morristown, NJ, with his wife Fernanda and their five children. He is dedicated to helping clients navigate their financial challenges and achieve their long-term goals through personalized planning and investment strategies.14

Notable Contributions

Lima has also authored a book titled "Building Enduring Wealth for Retirement," which reflects his commitment to educating clients on achieving financial independence.24