Billy Marino, CFP®, AWMA®, is a Managing Director, Wealth Advisor at Cresset’s Boca Raton office. He works closely with clients across all aspects of wealth management, with a particular focus on financial goal analysis, comprehensive planning and helping families navigate complex financial decisions.
Billy brings over 20 years of experience in the financial services industry. He began his career at Lehman Brothers and RBS Greenwich Capital before joining UBS Financial Services Inc. as a Wealth Planning Associate and later transitioning to BV Group as a Financial Advisor.
Billy is a graduate of Williams College in Williamstown, Massachusetts, where he competed in lacrosse, squash and soccer. He holds the Certified Financial Planner™ (CFP®) and Accredited Wealth Management Advisor™ (AWMA®) designations and remains active in the Williams alumni community in Palm Beach. Billy is a board member of the YMCA of South Palm Beach County, an ambassador for Place of Hope and a co-founder of Men Giving Back, a Boca Raton-based charitable organization supporting local nonprofits. He also coaches his children in lacrosse, helping introduce the sport to the next generation of players in South Florida. Billy lives in Boca Raton with his wife and two children and enjoys fishing in his free time.