Marc Orloff

Marc Orloff is a Managing Director and Client Advisor at Alex. Brown, a division of Raymond James, based in Boston, Massachusetts.12 With over 20 years of experience in the financial industry, Marc specializes in providing comprehensive financial guidance to his clients.2

Professional Focus

Marc's primary role within the Orloff Gallo group at Alex. Brown includes:

1. Strategic Life Planning: He helps clients navigate current life decisions while anticipating future changes and needs that occur at different life stages.2

2. Financial Planning: Marc offers expertise in retirement planning, complex estate and tax planning strategies, charitable giving, and balance sheet management.2

3. Holistic Approach: He takes a more comprehensive planning approach, assisting clients not only with retirement and financial planning but also with everyday money and financial issues.1

Personal Background

• Marc lives in Marblehead, MA, with his wife and two school-age children (a son and a daughter).2
• He has Type 1 diabetes and is deeply committed to fundraising and raising awareness for JDRF (Juvenile Diabetes Research Foundation).2

Interests and Activities

In his free time, Marc enjoys:

• Pulling lobster traps with his son
• Coaching various sports
• Skiing with his family2

Marc Orloff's approach to client service is characterized by honesty and authenticity, which has helped build trust with his clients over the years.2 His mission has always been to be the person people turn to when they want to discuss important life decisions, offering guidance that extends beyond traditional financial planning.2