photos by: MEGAN SMITH PHOTOGRAPHY
Financial planning is a decidedly personal part of life — no matter your age or interests. That’s why building trust with a financial professional to guide you also rates as a very personal step!
Once you meet the team at Marzano Capital you’ll feel cared for and respected right away. All true professionals in their field, these are the confidantes you want to help navigate your financial journey along with you, sharing the common goal of a bright future for your family.
Current founding partner Jon Marzano, and his dad, formed Marzano Capital Group in 2005, with a mission to provide independent, client-focused advice, free from the constraints of large corporations. Jon continues to work tirelessly to refine the firm’s approach to financial care via straightforward, honest communication, and even truer words of wisdom: “Someone is sitting in the shade today because someone planted a tree a long time ago.” As Managing Principal, he oversees the firm’s overall strategic direction.
Michael McGilvary knows nothing provides as much satisfaction as helping individuals and families, and he doesn’t take that responsibility lightly. His main career objective is to guide clients in goal planning for all areas of wealth/investment management. Michael has been an integral part of the Marzano Capital Group since 2016, after launching his career as a financial advisor with Edward Jones Investments. His straight-forward approach is the cornerstone of his clients’ financial performance, and he strives for them all to be educated investors.
Partner Steven Gallo employs psychology to help dive into personal thoughts about money — ideas that are often generational. He likes helping couples land on the same page with crucial financial decisions, and enjoys helping clients create a financial “roadmap” to keep their moves on track. “Five different families may have a similar makeup and similar assets, but their goals and values can be completely different. If you’re going to make it to 60 with enough money — you need the right mindset in your 20s and 30s to arrive at a place of true financial freedom.”
Financial Adviser Brandon James joined the Marzano team after meeting Michael at a Chamber of Commerce meeting in 2020. Intrigued by the opportunity to work in an independent environment, he likes having flexibility to encourage clients to think “outside the box.” Brandon has a soft spot for working with entrepreneurs and business owners, because he knows their unique challenges firsthand. He also encourages clients to give their savings a “raise” any time they receive a raise at work.
Angela McGilvary, Partner and Branch Operations Manager, and Alyssa Wells, Administrative Manager and Marketing Liaison, round out the Marzano team, and are both dedicated to nurturing the business fundamentals of trust and personalized service. Angela has been with Marzano Capital for 20 years and Alyssa eight-and-a-half years, and both appreciate the firm’s independent status and camaraderie with clients. “Not only does our work team feel like family, we also believe our clients are part of our Marzano family,” shares Alyssa.
Client Services Associate Thomas Laws joined Marzano in 2023, after also meeting Michael at a Chamber of Commerce meeting, and thrives on the excitement of helping clients. “At Marzano, we’re all working towards the same goals in our own ways, which allows for a diverse group of ideas and approaches to every situation. We have the years of experience and expertise of a much larger group, but we offer the small size and dedication to the individual you typically won’t find at those larger companies.”
Also a Client Services Associate, Dina Manaraze joined the team in 2024, and was drawn to Marzano Capital Group to develop and expand her own knowledge of the financial industry. Previously a dental office manager, Dina always knew finances were often a major source of stress for both families and individuals, and many of her fellow colleagues at the time were confused about contributing to their own retirement accounts. Her experience in making customer satisfaction a top priority is crucial to the Marzano mission.
As a Registered Client Associate, Lori Smith joined the team in February of this year, after 25 years of experience in the financial services industry. She’s inspired by empowering clients with knowledge and confidence. “Money plays a crucial role in people’s lives, and making the right financial choices can mean the difference between stress and independence. I love being able to provide guidance and information that helps individuals and families work towards pursing their goals – this I help to accomplish through helping clients with any of their needs as it relates to account set up, beneficiary questions and other operational questions.
The Marzano Capital Group is located at 2625 Neudorf Road, Suite 400, in Clemmons, NC, 336-766-0464. Learn more about their professional financial services and down-to-earth client care at marzanocapitalgroup.com. Office hours are Monday through Thursday 9:00 a.m. – 5:00 p.m., and Friday 9:00 a.m. – 4:00 p.m.
