The Galli Investment Team

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Home
About
Resources & insights
- Market commentary
- Insights
Offerings
- Individual clients
- Corporate clients
Contact

Let us help you grow more than wealth

Broken forever?

Barron's article regarding money-market funds. Read Article

Marina Galli named to Advisor Hub - Advisors to Watch list in 2022 & 2023

We are pleased to announce that Marina Galli was named an Advisor to Watch by Advisor Hub.

Marina Galli earns Accredited Wealth Manager designation

We are pleased to announce that Marina Galli has earned the designation of Accredited Wealth Manager (AWM). View Press Release

<p>The 2022 AdvisorHub "Advisors to Watch" award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor's future performance.</p>

<p>The 2023 AdvisorHub “Advisors to Watch” award was announced June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.</p>

Value statement

We manage taxable and tax-exempt short-term bond portfolios that are customized to meet specific investment objectives. We help our clients clarify and define their risk parameters. When building each custom portfolio, our team incorporates the clients’ cash flow needs and objectives. Our clients include public companies, private companies, foundations, and high net worth individuals.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Marina Galli is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, MI, NC, NJ, NV, NY, PA, TX, UT, VA, WA. California Insurance License # 0H11452.

Marina Galli, NMLS # 1687429 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Marina Galli, NMLS # 1687429 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Galli Investment Team

Phone: 561-691-5328
Fax: 415-634-2550

Marina Galli, AWM, CFA

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 561-691-5328
Cell: 561-646-3931

Ross Saxon, CPFA®

Registered Client Associate

Phone: 561-691-5307

John Zavolas, AWMA®, CFP®, CRPC®

Senior Registered Client Associate

Phone: 561-691-5330

Address

Palm Beach Gardens
3801 PGA Boulevard, Suite 801
Palm Beach Gardens, FL 33410
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