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Marlene D
CFP®, Series 63, Series 65
Penfield, NY
The Marshall Financial Group LLC
Marlene Dattilo is a CFP® professional with 39 years of industry experience, currently serving at The Marshall Financial Group LLC. Her career includes positions at Purshe Kaplan Sterling Investments, Arkadios Wealth Advisors, Arkadios Capital, Keystone Capital Partners Group, and MML Investors Services, Inc. She is also an agent for individual and group life and health insurance. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and comprehensive planning services. The firm employs a tailored investment approach using third-party software and asset-allocation models and combines discretionary and non-discretionary management with held-away asset monitoring and educational programming.
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