We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

ADVISORY TEAM MEMBER

Marianne Rodriguez Headshot - Round Table Wealth Management

Marianne S. Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of the New York City office. She is responsible for developing and managing high-net-worth clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships throughout the United States. Additionally, Marianne works closely with firm partners in several areas of expertise, including Accountants, Retirees, and the Women of ClarityTM program.

Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2018 and is an active member of the Financial Planning Association (FPA).

Marianne has several accolades including quotes in several top-tier financial news outlets, and recent induction into the Investment News 40 Under 40 Class of 2022. She is an active member of the New York Junior League, passionate about cultural diversity, and fluent in four languages—English, Spanish, French and Portuguese. Marianne enjoys cycling with her husband Rafael, spending free time with their family, and the companionship of their cat Rainbow and dog Ginger.

Prior to joining Round Table Wealth Management, Marianne served the financial needs of clients as a branch manager and private client investment consultant with a national brokerage firm.

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CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

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