Thinking Big Financial logo

Thinking Big Financial Employee Directory

Investment ManagementNew York, United States2-10 Employees

Thinking Big Financial is a registered investment advisor based in New York, New York. The firm provides financial planning and investment management services to individuals, families, and small businesses, with a stated focus on serving the LGBT community. Led by Jim Marrocco, CFP®, the organization operates as a small practice within the investment management industry, offering tailored guidance to its clients. The company’s position reflects a personalized, advisory approach within the United States financial services landscape, addressing client needs through structured planning and investment oversight.

Find Thinking Big Financial employees' phone numbers or email addresses

Thinking Big Financial Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • 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
    May 29, 2026
  • 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?

Minus sign iconPlus sign icon
Thinking Big Financial was founded in 2017 operates in the Investment Management industry. Explore Thinking Big Financial's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Thinking Big Financial has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.