Marcello Lattuca has served the financial services industry for 33 years and has specialized in helping retirees plan for their future. He believes that it is of paramount importance to understand each client's goals, objectives, and risk tolerance. Marcello strives to make clients feel comfortable about their investments by taking the extra time to explain risks and rewards in simple terms. As a student at Syracuse University, he received his bachelor's degree in economics.
Qualifications:
Series 7 - General Securities Representative Examination
Marcello's specialties include creating income portfolios for retirees and establishing diversified growth portfolios for investors planning for future retirement. Marcello resides in Dix Hills, NY, with his wife Jennifer, son Douglas and daughter Zoe. In his leisure time, he manages many youth sports leagues in his community.
Marcello is a founding North Shore Wealth Management Group, LLC member and can be reached at mlattuca@northshorewmg.com.