Marcus Aiello
Alex. Brown Raymond James
west frienship, Maryland
Contact
How to contact
Office: 410-525-6201
Professional Profile
Call Me When
You and your family need help navigating the challenging issues with managing significant family wealth.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash management
Estate planning
Finance
Investments
Philanthropy
Private equity
Private placements
Real estate
Risk management
Strategic planning
Trusts
Venture capital
Exit/Transition Planning
ESG
Business Focus
Primarily focused on UHNW wealth segment as it relates to estate and financial planning and investment advisory services.
Professional Certification
Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF) and Accredited Estate Planner (AEP
Client Industries
Business Services
Consumer Services
Financial Services
Non-profit
Real Estate/Construction
Chapter information
Membership
Maryland Individual
Member since
New Member
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.