Background & Focus:
Marco joined our team in 2022 and has since gained experience across all areas of the
financial planning process. Over the past three years, he has worked directly with
advisors and clients to support onboarding, discovery, plan development, investment
research, marketing, and compliance.
Now focused on Client Service and Investments, Marco supports our advisors with the
development of investment strategies, research, monitoring economic trends, and
internal investment processes. He continues to build his expertise in portfolio
construction and investment methodology to support client outcomes and firm goals.
Marco is a registered sales assistant and is actively pursuing further credentialing to
become a Financial Planner.
Outside the office, Marco enjoys traveling, spending time outdoors, cooking, and
embracing new experiences—living by the motto, “I’ll try anything once!”
Education:
Bachelor of Science degree in Financial Planning and Wealth Management, minor in
Entrepreneurship, John Carroll University
Marco Ciccariello is a registered representative of MML Investors Services, LLC.
Member SIPC. OSJ: 1956 Carter Rd., Ste 200, Cleveland, Ohio 44113. 216.621.5680.
Lumen Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC
or its affiliated companies.
