About David Marulli
Dave Marulli is a Financial Advisor and fully licensed investment professional with over a decade of experience in helping individuals and families meet their retirement and financial goals. Dave is licensed to offer advice and solutions related to investments, Life Insurance, Long Term Care Insurance, Annuities and many other items designed to meet the needs of his clients.
Prior to joining Morgan Stanley, Dave worked as a Project Manager for Kodak’s Information Technology team, helping to implement Global IT solutions, including Electronic Software Distribution, IT Service Call tracking and multiple business unit level operating processes. Dave applies the same level of detail required to implement IT solutions to his financial services practice. Dave recognizes that similar to a corporate business unit, each individual has a specific set of goals and a specific pool of resources. Dave is dedicated to working with his clients to meld those goals and resources in a successful manner.
Dave served in the US Coast Guard as a Journeyman Electronics Technician at various USCG navigation stations, including Sylt, Germany and Port Clarence, AK. After spending 2 years overseas, Dave returned to Governors Island, NY as an instructor at the USCG Electronics Technician training facility.
As a graduate of the Rochester Institute of Technology, Dave holds a B.S. in Electrical Engineering.
Dave has been involved in various community activities, including spending many years as a Girls Softball coach and helping to bring multiple Soap Box Derby World Championships back to Rochester, NY. As the father of 4 wonderful children, Dave understands that an individual’s goals often include legacy planning and works with his clients to help them achieve these goals.
Securities Agent: ID, ME, GA, CT, NY, KY, WI, VA, NV, WV, PA, OR, OH, MN, IL, OK, NJ, MI, RI, NH, UT, TX, NM, MA, FL, CA, AZ, AR, VT, NC, MD, CO, TN, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2155039