Marina is a Financial Advisor, and her goal is to provide excellence in every interaction with clients.
She understands the emotional aspect of personal finances and works closely with each client to understand their specific needs to provide customized portfolio management and long-term financial planning unique to every client situation.
After implementing a financial plan and investment strategy, Marina frequently interacts with her clients to assure they continue on their path of achieving lifetime goals and financial freedom. She remains actively involved to ensure her clients have consistent support for their everyday needs.
Marina holds the Series 65 securities license, the Financial Paraplanner Qualified ProfessionalSM designation, and is enrolled in the Certified Financial Planner™ Program.
Prior to joining Wingate, Marina was a Client Relationship Manager at Commonwealth Financial Network. She also worked as an Executive Assistant to the CEO of a leading capital management company and as a Partner Legal Assistant in a successful European law practice. She received her degree in Languages with a focus on both Engineering and Commercial Correspondence from the Sprachen & Dolmetscher Institut in Munich, Germany.
Marina grew up in Germany and moved to the United States in 2012. In her personal time Marina enjoys being with her family, spending time outdoors with her Shetland Sheepdog Charlie and loves reading both in English and German.