Craig Marcello II is a financial advisor with Turning Point Financial in Covington, LA. He holds a Series 65 designation and has been in the industry since 2024. His prior work experience includes roles at Morris and Dickson and Armor Documentation, among others. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services and uses a team-based, fiduciary planning process with a combination of customized and model portfolio solutions.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation and several FINRA licenses, and his prior experience includes roles at Ameriprise, Morgan Stanley, Merrill, UBS, and Citigroup. Marcello serves on a local nonprofit board in Covington, Louisiana. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plans, offering financial planning, discretionary investment management, and tax and accounting services through a team-based fiduciary process that utilizes third-party sub-advisers and integrates in-house tax and insurance capabilities.