Markos Stroumbakis is a Team Financial Advisor at Merrill Lynch Wealth Management, where he works as part of The Marra Group—an established wealth management team that provides tailored financial strategies for high-net-worth individuals, businesses & organizations, and professionals in various industries. With a professional focus on tax-efficient investing, retirement planning, estate structuring, and private market access, Markos aims to add measurable value to his clients' long-term financial goals.
Originally from Astoria, Queens, Marko relocated to Boca Raton, Florida in 2024 to join Merrill and extend his network of influence throughout the Southeast. He attends Baruch College for a Bachelor of Business Administration Finance & Investments, with a minor in Psychology. His academic background, combined with his Series 7 and Series 66 FINRA registrations, reflect both his technical knowledge and strategic thinking.
Marko is trilingual and is fluent in Greek, Spanish, and English. His multicultural perspective and communication skills allow him to serve a diverse client base with empathy and clarity. In his free time he enjoys running, snowboarding, exploring the outdoors, and honing his skills on the golf course.
Known for his resourcefulness, high energy, and client-first mindset, Marko is committed to building lasting relationships and delivering real results. Whether he's helping a family plan for retirement, advising a business on succession strategy, or structuring a tax-efficient portfolio, he brings personal dedication to every financial plan he creates.
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.