Leo Marrero is a Financial Advisor and Portfolio Strategist specializing in comprehensive financial planning, customized portfolio management, and retirement strategies. With dual degrees from the University of Central Florida—a Bachelor of Arts in Marketing and a Master of Science in Business—Leo brings a strategic and well-rounded perspective to financial services.
Before stepping into his advisory role, Leo honed his expertise as a Client Service Associate at Raymond James and Morgan Stanley, gaining invaluable insights into client relationships, wealth management, and strategic financial planning. These experiences shaped his client-first approach, allowing him to deeply understand the diverse financial goals of his clients.
Leo works closely with young professionals, business owners, first responders, and government employees, providing tailored financial strategies that align with their unique needs. His extensive knowledge of the Florida Retirement System makes him a go-to resource for state employees navigating their financial futures.
Known for his trustworthy and confident yet humble approach, Leo builds lasting relationships with his clients by making finance accessible, transparent, and actionable. Whether it’s building wealth, preparing for retirement, or managing life’s financial transitions, he creates personalized strategies that evolve alongside his clients’ goals.
Outside of the office, Leo maintains an active lifestyle with high-intensity interval training (HIIT), stays connected to his alma mater as an avid UCF sports fan, and enjoys the strategy and camaraderie of poker.
Raymond James is not approved or endorsed by the Florida Retirement System.