Thinking Big Financial Employee Directory

Investment ManagementNew York, United States2-10 Employees

Thinking Big Financial is a registered investment advisor in the state of New York. Owned and operated by Jim Marrocco, CFP® . Providing financial planning and investment management services to individuals, families and small business. Thinking Big Financial also caters to the LGBT community.

Find Thinking Big Financial employees' phone numbers or email addresses

Thinking Big Financial Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Thinking Big Financial's Leadership

  • Stylized image of a person
    J. M.
    Founder, Certified Financial Planner™ & Investment Advisor
    Phone icon
  • Stylized image of a person
    B. T.
    Director Of Client Care & Financial Planner
    Phone icon

Thinking Big Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Thinking Big Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Founder, Certified Financial Planner™ & Investment Advisor
    Phone icon
    United StatesNew York
    Jan 06, 2025
  • Stylized image of a person
    B. T.
    Director Of Client Care & Financial Planner
    Phone icon
    United StatesNew York
    Oct 21, 2025

Frequently Asked Questions

What is Thinking Big Financial known for?

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Thinking Big Financial was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in New York, New York United States. Explore Thinking Big Financial's company overview page for more information.

What is Thinking Big Financial's most common email format?

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Thinking Big Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Thinking Big Financial email formats with LeadIQ.

How many employees does Thinking Big Financial have currently?

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Thinking Big Financial has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Thinking Big Financial's key employees and leadership?

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As of February 2026, Thinking Big Financial's key employees include:

  • Founder, Certified Financial Planner™ & Investment Advisor: J. M.
  • Director Of Client Care & Financial Planner: B. T.

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