For many, the idea of working with a financial advisory company may feel intimidating. Perhaps even cold and impersonal. But at Marzano Capital Group – that’s the furthest thing from the truth. Spearheaded by founding partner Jon Marzano, Marzano Capital Group is an organization that is built on relationships, community engagement, and connections.
“My dad and I founded Marzano Capital Group in 2005,” said Jon. “And from the very beginning – our business HAS taken place at kitchen tables. Or over breakfast at Pete’s or Clemmons Kitchen or more recently, Panera. We are an incredibly relational business, and our partners and advisors take pride in getting to know our clients. For myself – I love to meet with clients face-to-face. No matter how advanced the technology we use to manage our client’s wealth – nothing will take the place of a face-to-face meeting. Knowing our clients, their families and their goals is what enables us to do our jobs to the best of our ability!”
And since any financial business should be built on trust, Marzano Capital Group invites clients to know them, too. “We are friends and neighbors with a commitment to our community. We shop at the same grocery stores and support the same Little League teams. We know that our clients’ investment in us needs to be built on trust. People don’t hand over their life savings to people they don’t trust to do right by them…. And to that end, I want people to know about me, too!
Jon Marzano is originally from Illinois, a part of a large German/Italian family. But when his parents relocated the family to the East Coast, the opportunity to own their own business presented itself. That took that leap of faith and created a real opportunity for the family.
Jon has been married to his wife Kimberly for 23 years. Together, they have two children – Kaeley, a senior in college, earning her degree in Communications Marketing; and Carter, who graduated from high school last year and is in the welding program at Forsyth Tech. “Our family embraces hard work; it’s how Kim and I raised our kids. We want them to feel confident in their life choices – just as my parents did for me.
“And raising our family in the Clemmons area is one of the best decisions we ever made,” Jon continued. “Raising a family in the Yadkin Valley part of North Carolina has given us a quality of life that I do not see the same examples of in other places. The nicest people. Access to great health care. Land to enjoy and explore. It’s tough to beat a state like North Carolina. So, while we didn’t start here, we have planted roots here.”
One of Jon’s favorite pastimes is traveling. “Kimberly and I love to explore – whether we stay in NC or visit elsewhere, there’s always something new to see. And when we’re not traveling, I spend a lot of time on our family farm, which is growing. I joke around, ‘We traded our membership to the Country Club for a membership to the country.’ Soon, we’ll have farm animals and our barn completed and it will be a whole new experience to enjoy.”
Jon is a friendly, engaging man who genuinely cares about his family, his community, and the clients he serves. He is eager to connect with others who need support managing their wealth and planning for future retirement.
Marzano Capital Group is located at 2625 Neudorf Road, Suite 400 in Clemmons. Call them at 336.766.0464 or visit them online at MarzanoCapitalGroup.com. Also, be sure to like their page on Facebook.
Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.
TWO FUN FACTS & A TIP
Jon Marzano shares two fun facts and his best financial tip:
- He frequently spends his time outdoors planning for whatever he can hunt next.
- If Jon had not been a financial advisor, he would have been a gourmet chef. His specialty is stuffed chicken breast, but more recently he and his son have been cooking hibachi on his Blackstone Grill.
JON’S TIP? It’s so simple: Don’t spend more than you make. If you don’t spend more than you make, you will never run into financial troubles.
