Phone: (856) 234-3055
Fax: (856) 234-1217
Email: info@apogeefinancial.net
Proudly Celebrating 40 Years of Helping Families, Individuals and Businesses Achieve Their Financial Goals.
Tom Marrollo is a Senior Vice President of Apogee Financial Services Group, Inc.
After graduating from Kutztown University, my keen interest in investing led me to embark on a rewarding career at Charles Schwab and Company. Over the years, I diligently worked my way up to the role of Trading Supervisor. Seeking to stay rooted in the local community, I transitioned to PSFS, where I assumed the position of Discount Brokerage Manager.
My journey continued with a significant role at AMA Advisors, where I worked nationally with physicians, guiding them towards achieving their retirement goals. Travelling to state medical societies, I presented seminars to their members, laying the foundation for my subsequent venture, Apogee Financial Services Inc., where I find myself today.
In my pursuit of continuous improvement, I completed the H&R Block Tax course, leveraging the opportunity to become proficient in tax preparation. During tax season, I contribute to Block Advisors, assisting clients with tax planning and preparation.
My professional focus revolves around collaborating with clients to navigate their path to retirement success. Currently residing in Exton, PA, with my wife Mimma and several of our four children, most of my free time is devoted to family, capped off by an annual family vacation. My guiding principle is rooted in creating lasting memories.
During the summer and fall, I extend my knowledge-sharing by teaching taxes for H&R Block on a national level. Courses I instruct include the Income Tax Course, Intermediate Investments, and Advanced Investment. Beyond my financial pursuits, my passion for baseball has led to a unique opportunity – serving as a game day host for the Philadelphia Phillies.
Senior Vice President, MBA
Office: (856) 234-3055
Cell: (610) 804-8945
Email: tmarrollo@apogeefinancial.net