Marc Orloff
Managing Director @Alex. Brown - Raymond James
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WORK HISTORY
Managing Director @Alex. Brown - Raymond James
Boston, MA, US
Marc’s mission has always been to be the person people turn to when they want to discuss important life decisions. In fact, his 20-year colleague and business partner Chris Gallo states, “I have always told clients, never buy, sell or make any significant decisions without consulting Marc first.” Marc’s role in the Orloff Gallo group, in addition to financial planning, is to focus on Strategic Life Planning with their clients. Strategic Life Planning helps individuals navigate current life decisions while anticipating future changes and needs that will occur in different stages of life. Clients come to Marc with questions and concerns that may (or may not) have an impact on their money. Marc’s role on the Orloff Gallo group is to provide guidance and expertise with retirement planning, complex estate and tax planning strategies, charitable giving and balance sheet management. For over 20 years clients have trusted Marc’s honest and authentic approach to planning and portfolio management. They take comfort in knowing Marc can help them overcome the complex twists and turns that life brings.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Alex Brown - A Division of Raymond James, Raymond James & Associates, Inc, member New York Stock Exchange/SIPC
ABOUT MARC ORLOFF
Marc’s mission has always been to be the person people turn to when they want to discuss…
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