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Marcum Financial Services Expands Into New England; JoAnne DePalma Named Director

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New York City, NY Marcum Financial Services, the financial planning, benefits consulting and brokerage affiliate of accounting firm Marcum LLP, has expanded into New England. JoAnne DePalma, CFP, has been named as the Firm’s first director in the region.

Based in Marcum’s New Haven, Connecticut, office, Ms. DePalma will provide retirement, individual and group insurance advisory and management services to individuals and business owners. She has nearly 15 years of investment analysis, asset allocation and financial planning experience, including starting the Wealth Management Services practice for a New England accounting firm and opening and managing the first Private Banking Office in the New Haven area for a local financial institution.

“JoAnne DePalma will spearhead the expansion of Marcum Financial Services into the New England market, creating an important new asset for Marcum’s clients throughout the region,” said Steven D. Brett, President of Marcum Financial Services.

Ms. DePalma holds an accounting and a Bachelor of Science degree in Management from Quinnipiac University. She is a Certified Financial Planner with Series 7, 24 and 63 registrations, as well as life, health and variable annuity insurance licensing.

A resident of Guilford, Ms. DePalma is on the Board of the Orchard House in Branford where she serves as Treasurer and Finance Committee Chair.

About Marcum Financial Services
Marcum Financial Services LLC is an independent investment, wealth management and corporate benefits advisory firm providing professional advice, sound risk management, quality products and customized service. Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC.

About Marcum Group
Marcum Financial Services LLC and Marcum LLP are member companies of the Marcum Group, an organization providing a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management, and executive and professional recruiting. The Marcum Group companies include Marcum LLP; Marcum Technology LLC; Marcum Search LLC; Marcum Financial Services LLC; Marcum Bernstein & Pinchuk LLP; MarcumBuchanan Associates LLC; and Marcum Cronus Partners LLC. For more information, visit www.marcumllp.com.

 
 




 
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