Mario Basilone
Co-founder and President @Palm Wealth Partners
Boca Raton, FL, US
EMAILS
m••••••••@palmwealthpartners.com
MOBILE NUMBERS
+19•••••••83
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WORK HISTORY
Nov 2022 — Present
Co-founder and President @Palm Wealth Partners
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Coral Springs, FL, US
EDUCATION
2007 — 2011
Florida Atlantic University
Bachelor’s Degree, Finance, General
SKILLS
Retirement PlanningAsset AllocationFinancial PlanningEstate PlanningWealth ManagementInvestment StrategiesBuy-Sell AgreementsRetirement Benefits Specialist Tax Sheltered Plans
ABOUT MARIO BASILONE
I provide a holistic and relationship-based planning process providing financial strategies for Florida Retirement System members, small business, young families and people transitioning from employment to retirement. I offer innovative strategies to retirement, investments, insurance, and estate planning.My goal is to build long lasting quality relationships that will assist people with all of their financial goals and needs.
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