As a Planning Associate, Marlon Martinez supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Marlon participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, he manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
Prior to joining Modera, Marlon earned a bachelor’s degree in marketing from Louisiana State University and an MBA from Mississippi State University. Marlon was born and raised in Cuba and currently resides in South Florida.
What do you enjoy most about working at Modera?
The people. Everyone shares a commitment to supporting our clients and making the most of our time together.
When you’re not working you’re…?
Hanging out at home with my girlfriend and my cats. I am also an avid gamer when I have time.
What’s the best career advice you ever got?
It’s not a loss; it’s just a lesson and a story to tell.
Where did you grow up? Where do you live now?
I was born and partially raised in Cuba, but I also spent some of my childhood in New Jersey and South Florida. I currently live in Miramar and I love living in South Florida.
1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
954-693-0030
Louisiana State University,
B.S., Marketing
Mississippi State University,
MBA
