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Marks & Associates

Marks & Associates

LANNY-MARKS-LOGO.jpg

Email : Lanny@LannyMarks.com
Address : 301 NW Crawford Blvd. #204
Boca Raton, FL 33432
Phone : (561) 750-0312

Objective Provide

comprehensive financial, tax, estate and investment planning solutions to clients based on their personal and retirement needs. Work with CPA’s, attorneys and other client advisors to develop and implement various strategies using insurance and investment management alternatives including traditional and non-traditional investments.

Professional Licenses and Designations

1980 – Life/Health/Disability/Annuity License
1985 – Certified Public Accountant Designation
1986 – Registered Broker with NASD and SEC
1986 – Registered Principal with NASD and SEC
1986 – Variable Life and Annuity License
1987 – Real Estate Salesperson
1988 – Certified Financial Planner Designation
2006 – Registered Investment Advisor with Newbridge Securities Corp.
2011 – Accredited Estate Planner Designation

Experience

2014 to Present

Securities America, Inc. Omaha, NE
Registered Representative and licensed RIA providing clients with personal and retirement advice utilizing outside money managers, REITs, BDCs, mutual funds, variable and index products.

2003 to 2014

Newbridge Securities Corp. Ft. Lauderdale, FL
Registered Representative selling mutual funds, stocks, bonds, variable life and annuity products as well as other registered securities.

1986 to Present

Lanny K. Marks & Associates, Inc. Ft. Lauderdale, FL
Comprehensive financial planning for individual clients and businesses using my knowledge of insurance, investments, taxes, trusts, estate planning and retirement plans. Fee-for-Service Financial Planning including the evaluation and implementation of insurance, securities, retirement plans and estate planning techniques.

1986 to 2001

Financial Service Firm Experience:
Investors Capital Corp.
Jefferson Pilot Securities Corp.
HD Vest Financial Services, Inc.
R.L. Marks & Company
Registered Representative/Principal selling mutual funds, stocks, bonds, variable life and annuity products as well as other registered securities.

1983 to 1985

Accounting Firm Experience:
Deloitte Haskins & Sells
Pannell Kerr Forster
Certified Public Accountant working in the Small Business, Audit and Tax Department.

Education

Tulane University New Orleans, LA
Bachelor of Science in Management, 1983

Experience

2013 to Present

Wealth & Estate Planning Seminar Boca Raton, FL
Founding Chair that would ultimately bring in a nationally known speaker who would present a topic that would appeal to attorneys, CPAs, trust officers and other financial advisors. Responsibilities included: present the idea and objectives that would attract committee members and sponsors alike as well as the financial community at-large.

2005 to Present

Greater Boca Raton Estate Planning Council Boca Raton, FL
Board Member since 2008. Offices held: Currently Director Emeritus, Past President; VP – Speakers Bureau. VP – Technology

2006 to 2012

United Way Planned Giving Committee Broward County, FL

2008 to 2012

United Way Finance Committee
As a Committee member and current Chair, we help implement programs and create ideas that will be presented to potential donors and advisors. The discussion centers around the advantages of making charitable bequests that will help fund vital current and future programs in our community. Serving on the Finance Committee from 2007 to present.

1996 to 2010

Broward County Jewish Community Foundation Broward County, FL
Chair of the 1998 Fall Tax Seminar, member of the Professional Advisory Committee and the Programming Committee which presents educational seminars for both professionals and potential donors. Met with potential donors to present the advantages of making a current gift and/or establishing a charitable trust. Past Chair of the Insurance Committee.

2004 to 2010

Daniel Cantor Senior Center Sunrise, FL
Board Member and involved on the Finance and Budget Committee

1995 to 2010

State of Israel Bonds Broward County, FL
Board Member of the New Leadership Division. Co-Chair of the New Leadership Division 1997-2000.

2000 to 2008
1990 to 1995

Hollywood Memorial Foundation and Joe DiMaggio Children’s Hospital Foundation Hollywood, FL
Member of the Planned Giving Committee which presents educational seminars for both professionals and potential donors. Met with potential donors to present the advantages of making a current gift and/or establishing a charitable trust.

1990 to 1997

David Posnack Jewish Community Center Davie, FL
Board of Directors, Past Treasurer, Past Chair of the Budget Committee and served on the Membership Committee, Gala Committee, and the Building Committee.

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