Broker Check

Team

 

Tony Bonanno founded The Wellington Group, LLC in 1996. As President and CEO Tony leads the team in helping clients Bring Financial Dreams to Life.

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Tom Cates joined The Wellington Group LLC in 1998 and became partner with the firm in 2002. He brings over 30 years of experience not only in the financial services arena but also in the insurance and commercial.

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Andrew Burks CExP joined The Wellington Group in late 2013 and has 10 years of experience as a financial advisor. As a Certified Exit Planner, Andrew is well versed in helping owners drive cash flow and value in their business before...

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Max Moritz joined The Wellington Group in January of 2015. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is Series 7 and 66 licensed and currently holds his life, health, and disability...

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David Stitt joined The Wellington Group LLC in 2017. He brings over 23 years of experience in the financial services industry. His passion is to bring strategic solutions to his clients. David earned his BA in Business Administration...

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Marie Marks, CFP

Sr. V.P. Retirement Plan Services

317-846-5055 ext. 138

317-848-4236

Marie joined the Wellington Group in September 2017 and brings over 30 years of Retirement Plan and Financial Services experience to the firm. Marie attended Indiana Central University and received the Certified Financial Planner...

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