Marco Giglio

Financial Advisor

Role
Financial Services Representative at MassMutual
Location
Tampa, FL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Marco Giglio

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Marco M. Giglio, FSCP®, LUTCF®, CLTC®, MBAFinancial Services RepresentativeRegistered RepresentativeCoastal Wealth2502 N Rocky Point Dr Ste 695 Tampa, FL 33607Calls Only: 81••••••44 Direct 81••••••08 Cell PhText Line 8••••••••@financialguide.comLicensing Information:

Experience

  1. Financial Services Representative

    MassMutual

    Jul 2016 — Present

    Knowledge is the key to a successful financial future.

Education

  • Auburn University at Montgomery

    Master's, Business Administration

    1991 — 1997

  • Auburn University at Montgomery

    Bachelors, Finance

    1986 — 1990

  • The American College of Financial Services

    Financial Services Certified Professional - FSCP

    2017 — 2017

  • The American College of Financial Services

    Life Underwriter Training Council Fellow - LUTCF, Insurance

    2011 — 2013

  • The American College of Financial Services

    CLTC

    2021 — 2021

Skills

  • Insurance
  • Credit
  • Finance
  • Strategic Planning
  • Asset Allocation
  • Relationship Development
  • Strategy
  • Customer Relations
  • Relationship Management
  • Contract Negotiation
  • New Business Development
  • Business Development
  • Group Presentations
  • Customer Relationship Management (Crm)
  • Management
  • Business Relationship Management
  • Business Process Improvement
  • Leadership
  • Financial Services
  • Sales
  • Retirement
  • Process Improvement
  • Investments
  • Listening Skills
  • Customer Service

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Marco Giglio — Financial Services Representative at MassMutual in Tampa, FL, US | Unifers