Maria Giacalone-Mozo

Next-level strategies

TO MATCH ANY NEED

Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight.

CORPORATE RETIREMENT
PLANS

Helping you establish and oversee a variety of plans.

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ENDOWMENTS &
FOUNDATIONS

Delivering strategic solutions to support and sustain the mission of your foundation. LEARN MORE

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FAMILIES

A pragmatic approach to wealth management.

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RETIREES

Nurturing wealth so you can live a longer, better life.

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CORPORATE RETIREMENT PLANS

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ENDOWMENTS & FOUNDATIONS

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FAMILIES

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RETIREES

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EXPERIENCE

to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.
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financial advisor

Maria Giacalone-Mozo , CRPC®

Wealth Management Advisor , LPL Financial

“Markets Change But Our Shared Values Stay the Same”
Expertise
Knowledgeably Applied
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Commitment
Worth Mentioning
Established in 1989, today LPL Financial is the largest independent broker/dealer in the country.
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“No Kids” Shouldn't Mean “No Estate Plan

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Interest Rate Headwinds…a Tenacious Gust

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Supply Chains, Demand and Inflation

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Weekly Investment Strategy

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Weekly Market Snapshot

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MARIA GIACALONE-MOZO: 15310 Amberly Dr, suite 250, Tampa FL 33647
Business Phone: (813) 309-4936
Email: Maria.GiacaloneMozo@LPL.com

Maps and Directions

Securities and Investment advice offered through LPL Financial, member FINRA/SIPC.  The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

CRPC conferred by College of Financial Planning

LPL Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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