Maria Giacalone-Mozo

A new standard

OF PORTFOLIO MANAGEMENT

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, and active portfolio management, we help you understand what you own and why, placing your best interests above all else.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

*There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.

" OUR PRIORITY IS TO HELP YOU MAKE INFORMED FINANCIAL DECISIONS ABOUT THE COMPONENTS OF YOUR PORTFOLIO. "

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

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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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