Jeffrey E. Marsico
Jeff graduated summa cum laude from Florida Gulf Coast University with his Bachelors of Science degree in Finance and from Villanova University with his Masters of Science degree in Finance. Specializing in working with physicians and dentists, Jeff has developed a nationwide practice with clients in over 15 states. His mission is to design comprehensive financial strategies to help doctors understand and reach their financial goals while ultimately achieving a sense of comfort. He is a regular keynote speaker on various financial topics to select medical groups and residency programs in Pennsylvania, New Jersey, Delaware and Maryland. As a result of specializing in disability income protection, Jeff has developed a website (www.disabilitygurus.com) to be an informative resource for income protection to resident and attending physicians. In addition, Jeff is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.
The following areas are analyzed in Jeff’s comprehensive process for both individuals and small businesses:
Protection Strategies (Life, Health, Disability and Long-Term Care Insurance)
Obtained Life, Accident and Health License, Series 7 and Series 66.
Jeff lives in Chester Springs, Pennsylvania with his wife Amy, son Kyle and daughter Lyla. In his spare time, Jeff enjoys golfing and spending time with his family.
Jeff is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.