Marcum Financial Services Expands Into New England; JoAnne DePalma Named Director
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 LLP
Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum.