Marlene Rosario, a Client Service Associate, works closely with our clients to assist them with any number of needs, from opening new accounts, to updating beneficiaries on their IRAs or insurance policies. She brings to our team a wealth of knowledge and experience in similar roles, including senior positions at both Prudential and Met Life Securities. In her spare time, Marlene enjoys crafting and DIY projects, and spending time with her husband and their four children.