Advisors Asset Management
Marilee Ferone is Executive Vice President, Head of Strategic Partnerships and Business Development at Advisors Asset Management, Inc. (AAM) covering advisory program and brokerage solutions; Separate Accounts, Mutual Funds, UITs, ETFs, Structured Products and Fixed Income.
Marilee and her team are the key points of contact for strategically important clients including wirehouses, regionals, independents, banks and RIA service partners and platforms.
Prior to AAM, Marilee was the Head of Advisory Solutions & Consulting at UBS Global Wealth Management and held senior management positions at JPMorgan and Merrill Lynch.
Marilee serves as the Chair of the Board of Governors for the Money Management Institute, the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors.
Marilee holds the Series 7, 66 and 24 FINRA licenses, and a BS in Business Administration from Fairleigh Dickinson University.
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Advisors Asset Management
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Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals.