MRA Advisory Group

Joseph Verile is a financial advisor at MRA Advisory Group with seven years of industry experience. He holds a Series 65 credential and has previously worked at Ameriprise Financial Services and Seton Hall University. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group serves individuals and business owners across various wealth levels, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes model portfolios overseen by an investment committee and provides additional services such as subscription-based planning, insurance placement, tax preparation through an affiliated CPA entity, and access to a federally insured cash sweep program.

Jonathan De Brito is a financial advisor with MRA Advisory Group in Sarasota, FL, holding a Series 65 designation and two years of industry experience. He has previously worked with Global Investment Consultants, Inc. and its predecessor firm, GIC - Global Investment Consultants. Outside of his advisory role, he serves as Treasurer for an offshore investment advisory business. MRA Advisory Group provides comprehensive financial planning and discretionary portfolio management to individuals and business owners across various wealth levels, including high-net-worth clients. The firm offers subscription-based advisor-assisted financial planning, insurance placement, tax preparation through an affiliated CPA entity, and estate document preparation via a third-party partner, emphasizing a risk-based investment approach managed by a quarterly meeting investment committee.

Paul Plemenos is a financial advisor with MRA Advisory Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with MRA Advisory Group since 2018 and has been associated with Ameriprise Financial Services since 2015. Outside of his advisory role, Plemenos owns an automobile racing business called WE Racing. MRA Advisory Group serves individuals and business owners across various wealth levels, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes model portfolios managed by an investment committee within a risk-based framework and provides additional services such as subscription-based planning, insurance placement, tax preparation, and estate document support.

Marco Lima is a CFP® professional with 22 years of experience in financial services. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services, Inc. for 12 years and Niagara International Capital Limited. In addition to his advisory role, he is involved as co-owner of a private equity hedge fund and owns affiliated entities providing tax services and management for the fund. MRA Advisory Group serves individuals and business owners across various wealth levels, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm employs a risk-based investment framework with model portfolios overseen by an investment committee and provides additional services such as subscription financial planning, insurance placement, tax preparation through an affiliated CPA entity, and access to specialized investment overlays.

Elizabeth Wahlig is a financial advisor at MRA Advisory Group with 13 years of industry experience and holds a Series 63 credential. She has worked at Securian Financial Services, Allied Wealth Partners, and Minnesota Life Insurance Company, and is also the owner of Falconer & Daughters, LLC. Wahlig serves as a part-time Director of Finance for Christian Churches United of the Tri-State Area, a nonprofit focused on services for the homeless. MRA Advisory Group provides comprehensive financial planning and discretionary portfolio management to individuals and business owners across various wealth levels. The firm employs model portfolios with a risk-based framework overseen by an investment committee and offers additional services including subscription-based financial planning, insurance placement, tax preparation, and estate document preparation.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds the Series 66 credential and has worked previously at Ameriprise Financial Services and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation business and serves as treasurer for several nonprofit organizations, including a church, an education foundation, and a local League of Women Voters chapter. MRA Advisory Group serves individuals and business owners across various wealth levels, offering comprehensive financial planning and discretionary portfolio management. The firm employs a risk-based investment approach with model portfolios overseen by an investment committee and provides additional services including subscription-based planning via a mobile app, tax preparation through an affiliated CPA entity, and specialty portfolio solutions.

Adam Anderson is a financial advisor with MRA Advisory Group in Tampa Bay, FL, holding a Series 66 license and 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and Niagara International Capital Limited. Outside of advising, Anderson serves as a State Representative in the Florida House of Representatives and is involved in managing several private equity and real estate-related businesses. MRA Advisory Group serves individuals and business owners across various wealth levels, including high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm offers a range of services including subscription-based advisor-assisted planning, tax preparation, insurance placement, and private investment vehicles, with an investment approach centered on model portfolios and risk-based portfolio customization.

Dalton Chandler II is a financial advisor with MRA Advisory Group, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Dalton has been with MRA Advisory Group since 2017. MRA Advisory Group provides comprehensive financial planning and discretionary portfolio management to individuals and business owners, including high-net-worth clients. The firm utilizes a risk-based framework and model portfolios managed by an investment committee, and offers services such as subscription-based financial planning, insurance placement, tax preparation through an affiliated CPA entity, and estate document preparation via a third-party partner.