Brad Marzano

Senior Client Manager

Do what is right and you can’t go wrong.

About Brad

I am a rare lifer in the industry, having spent over 20 years in Retirement Plan Services. What I enjoy the most is connecting with clients, learning about their business, and helping their employees understand the importance of saving for retirement. I want Plan Sponsors to know that I will focus on their Plan, so they can focus on running their business.

Download Brad's Full Bio


Senior Client Manager
Oswald Financial, Inc., 2021 - Present
Vice President, Relationship Manager
Huntington National Bank, February 2017 - September 2019
Client Service Manager
Charles Schwab, July 2001 - February 2017


Bachelor of the Arts, Marketing Management
Youngstown State University