Marcello Lattuca has served the financial services industry for 30 years and has specialized in helping retirees plan for their future. He believes that it is of paramount importance to understand each clients goals, objectives and risk tolerance. Making clients feel comfortable about their investments is something Marcello strives to accomplish 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 who are 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 a vast array of youth sports leagues in his community.
Marcello is a founding member of North Shore Wealth Management Group, LLC and can be reached at mlattuca@northshorewmg.com.