Mark Marroni Advisory Team

Mark Marroni Advisory Team Trusted Advisors. Foodies. Dog lovers. Friends. Meet our team:
Mark J. Christen resides in Westford, Massachusetts. Abby resides in Haverhill, Massachusetts.

Marroni- President
Mark established Boston Partners Financial Group in 2001 after the purchasing three former John Hancock agencies and transforming them into an independent advisory firm. Mark came to Andover in 2001 from Hancock’s Portland, Oregon agency where he had been general agent since 1998. Before, Mark was engaged in private practice as a trusts and estates attorney in Boston and Manhatt

an. His practice concentrated in estate planning, trust and estate administration, philanthropic planning and fiduciary representation. When not at work, Mark loves spending time with his wife, Kim and his daughters Anna and Katie. Mark is a theatre enthusiast, and is proud to be a Board Member of the Stoneham Theatre in Stoneham, MA. He is also an active member of the Massachusetts Audubon Society, the Trustees of the Reservations, and Essex County GreenSpace. Additionally, Mark loves hiking, birding, sailing, and enjoys making woodfired pizzas in his backyard pizza oven. Christen Bushie- Associate Advisor
Christen Bushie joined Boston Partners and Mark Marroni’s Financial Advisory Team as a Financial Paraplanner in the fall of 2015 and was promoted to Associate Advisor in the summer of 2020. In her role, Christen provides direction to clients, fulfills service requests and works closely with her Financial Advisory Team to help ensure our clients have an exceptional client service experience. Christen also plays an integral role during the Financial Planning process, working to assist the Advisory Team in preparing financial plans, investment allocation models, and presentations for clients. Christen has her Series 6, 63, and 65 licenses, is a licensed life insurance agent, and has her AIF designation. When she is not working, she enjoys reading, photography, and playing with her dogs, Amber and Granite. Abby Wolnik- Client Services Manager
Abby Wolnik joined Boston Partners in September of 2016 as the firm receptionist and was quickly promoted to the Client Services Manager on Mark Marroni’s Financial Advisory Team in February 2017. In her role, Abby is often the first person that clients will talk to when they have service needs or questions and will often be the voice on the other end of the phone when contacting the Advisory Team. Abby has her Series 6 and 63 licenses and is a licensed life insurance agent. She is a big New England sports fan- she tries to attend one Patriots road game a year. Abby has 2 German Shepherds, Bella and Banks. In her spare time, she loves to travel, spend time with her friends and family, and do escape rooms. What we bring to the table:
Due to our dynamic interests, personalities, and demographics we believe that we can provide superior service in Financial Planning, Investment Management, Insurance Solutions and Estate Planning to all of our clients. Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Address

138 River Road Suite 107
Andover, MA
01810

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