Tony Marlette Jr.
A.A.M.S.
Tax Preparer

Tony has worked in a variety of roles within the Financial Services industry since 2005, including client services, sales support, trading, and business development. He is an Accredited Asset Management Specialist and has been an Advisor since 2014.

Tony works with clients to help maximize their investments, protect assets, and plan for retirement. He specializes in helping you to create streams of income and protect your portfolio from stock market declines. Tony’s overall goal is to give you peace of mind, and help you secure your retirement in the safest, most tax-efficient way.
 
Aside from two years spent on the East Coast, Tony is a born-and-raised Cleveland native and has been here his entire life. He currently lives in Fairview Park with his wife, Megan, a high school teacher. Outside of the office, Tony enjoys spending time with his family at the lake, reading, exercising, and attempting to golf.