Robert P. Marrone, III


Supervisor, Family Office

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Robert Marrone III began his family office career in New York in 2000. He moved to Orlando in 2004 and spent nine years helping ultra-high net worth families and their respective family offices. In 2013, he moved to South Florida and worked in the ultra-high net worth environment, before joining CDL in March 2018. Robert specializes in high net worth individuals, including utilizing expertise in all aspects of wealth management, financial record-keeping and compliance; philanthropy and family foundation management; asset allocation, diversification and risk tolerance; insurance; trust administration; client education and goal development.

  • Areas of Experience

  • Investment Management
  • Accounting
  • Financial Planning
  • Tax Planning
  • Family Office Operation
  • Preservation and Transfer Planning
  • Certifications

  • Certified Financial Planner (CFP™)
  • Life, Health & Annuity License – State of Florida
  • Professional and Civic Affiliations

  • FPA (Financial Planners Association)
  • Investments and Wealth Alliance
  • Education

  • St. John’s University, Jamaica, NY, Bachelor of Science in Accounting