Marcos R. Cigagna,

With his distinct blend of optimism and common sense, Marcos applies a steady hand and sense of perspective to the financial needs of his clients. Honest and transparent, he believes in having candid conversations about the financial matters that matter most. His approach is centered on building trusted relationships and helping clients make informed decisions with confidence.

Marcos devotes each day to helping clients establish long-term goals, develop comprehensive financial plans and identify appropriate investment strategies. He addresses every aspect of their financial lives, including retirement planning, wealth transfer, trusts and estate considerations, charitable gifting and significant life events such as family weddings and educational planning.

Among the families and individuals he serves are business owners, corporate executives, professional athletes and retirees. Marcos invests his personal attention into every client relationship. “I take the time to get to know each client on a deeper, more personal level to truly understand what’s important to them and what they want to accomplish,” he says.

Marcos has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the complex financial concerns of affluent families, individuals and organizations, as well as his mastery of the specialized resources and strategies needed to support their expansive financial interests.

In addition, Marcos holds the Certified Wealth Strategist® (CWS®) designation, demonstrating advanced knowledge in wealth management strategies designed to help high-net-worth individuals preserve, grow and transfer wealth efficiently. He is also a Certified Exit Planning Advisor® (CEPA®), a credential that equips him to help business owners maximize enterprise value and prepare for successful ownership transitions and liquidity events.

Marcos has more than 27 years of experience in the financial services industry and possesses extensive international business knowledge. He has been featured as a guest speaker at Barron’s Advisory Team Summit, an invitation-only educational conference for leading financial professionals.

Before joining Raymond James in May 2021, he served as a Senior Financial Advisor and Managing Director – Investments at Wells Fargo. Earlier in his career, he was a Senior Vice President of Investments at Bank of America and a Vice President at UBS Financial Services. He holds a post-baccalaureate degree in Executive Management and an MBA from the Rollins College Crummer Graduate School of Business.

After earning a Doctor of Laws degree from Mackenzie University, Marcos found himself drawn to the financial services profession. “The legal profession is often reactive. The financial industry is dynamic, and I enjoy being proactive,” Marcos says. “More importantly, finance provides countless opportunities to help people achieve meaningful goals. I love to educate, mentor and guide others toward financial success.”

Fluent in English, Portuguese and Spanish, he brings a global perspective to his client relationships. Outside the office, Marcos enjoys scuba diving, skiing and travelling. He is also deeply committed to supporting charitable causes and community organizations. “We have a very active lifestyle and a highly social family, and we enjoy participating in philanthropic events such as Dream Cars 4 Kids, Runway to Hope and The Faine House”

Securities and Investment Advisory services offered through Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
The International Wealth Advisor designation is awarded to those who complete the Raymond James International Wealth Program.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.