Marcus Devito

Marcus Devito

Partner | Wealth Manager | New York, New York, United States

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Work Experience

Wooster Square Advisors LLC

Partner

2023-02-01 — Present

National Financial Network

Director of Advanced Planning

2018-11-01 — 2023-02-01

Northwestern Mutual Wealth Management - Hunt Wealth Management Group

Partner

2016-03-01 — 2018-11-01

Hunter Stollman & Associates

Summer Internship

2014-05-01 — 2014-08-01

New Haven State Attorney's Office

Summer Internship

2012-05-01 — 2013-08-01

Wooster Square Advisors LLC

Partner

— Present

Skills

estate planning financial planning financial management tax planning executive benefit plans charitable gift planning investment management retirement plans wealth management retirement planning

Languages

No languages available.