MARLENE DOMINI, CFP®
First Vice President - Investments
Senior Financial Advisor
With 25 years of experience as a Financial Advisor, I feel blessed to live out my passion of helping select families with their financial planning needs. Whether from the accumulation or the distribution phase, all the way to estate planning for the next generation or other legacy aspirations, I provide thoughtful, creative, and effective planning advice to give clients financial peace of mind.
After starting my career in financial services on Wall Street it didn’t take too long to discover which aspect I was drawn to. I knew working with families, with all their dynamics and challenges, would result in the most rewarding career for me. Those early days taught me all about the investment business and in 2002 I made the commitment to further my education by becoming a CERTIFIED FINANCIAL PLANNER™. I am also certified as a Fundamental Choice Advisor allowing me to manage client’s assets with discretion where appropriate. I continue to keep updated and educated on new products and strategies to offer the most current and innovative solutions.
On the personal side, it was my husband Rick’s idea to move to Florida. I will be forever grateful to him that we get to live in this beautiful place where you can go to the beach, play golf, or just enjoy the outdoors.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
