Timothy Mariano
Financial Planner at Prudential Financial | Maximizing Retirement Income|401K Rollovers|Pathways Speaker
- Role
- Financial Planner at Prudential Financial
- Location
- Bradenton, FL, US
- LinkedIn followers
- 500 followers
About Timothy Mariano
Knowledge is the key to a successful financial future. Having over twenty years of experience as an international trader on Wall Street has given me a great deal of experience dealing with risk in addition to having a global view. My background, knowledge and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.I am a financial professional affiliated with Prudential Advisors.My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.Prudential provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.I am licensed to sell insurance and securities in FL and CT. I am registered to sell insurance in AL, CT, GA,FL, and NVam a registered representative of and offer securities through Prudential Securities.
Experience
Financial Planner
Apr 2022 — Present · Tampa, FL, US
Provide innovative financial planning to high net worth clients and small business owners. Provide benefit solutions and retirement plan (401k) guidance for mid size to large corporations. Manage client portfolios, leveraging on 20 years of Wall Street experience. Ensuring that all aspects in an individuals life are accounted for and implement strategies that maximize income in retirement.
Education
Northwestern University - Kellogg School of Management
MBA
2011 — 2012
Kellogg-HKUST Executive MBA Program
MBA
2010 — 2012
The University of Connecticut
BA, Political Science and Government
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