2625 Neudorf Road
Managing Principal, Managing Partner
As Managing Partner of Marzano Capital Group, Jonathan (Jon) Marzano is responsible for overseeing the day-to-day operations of the firm and overall strategic direction of client services. An 18-year veteran of the industry, Jon’s work with Marzano Capital Group is based around his core beliefs of a straightforward approach to the investing process, and that hard work and strong relationships are the cornerstone of a successful financial practice. These beliefs have provided the foundation on which Marzano Capital Group has been built.
Jon began his career in financial services in 1998 as a financial analyst for a large equity firm in Charlotte, N.C. In 2000, he joined a large national brokerage firm as a Financial Advisor. Seeking new challenges, Jon and his father founded Marzano Capital Group in 2005.
Outside of work, he is dedicated to growing and improving the Clemmons community and is involved in numerous local non-profit organizations. He and his wife Kimberly have two children, Kaeley and Carter.
Steven Gallo is a Financial Advisor with Marzano Capital Group. With more than 15 years of industry experience, he advises and manages the financial assets of a select group of affluent families, closely-held private businesses and non-profit organizations. Steven has a comprehensive process that allows his clients to make prudent financial decisions in order to work towards, and exceed, their financial goals. He strives to build trust and looks to develop long term, mutually beneficial partnerships with his clients.
Steven joined Marzano Capital Group in 2010. He is a 1998 graduate of North Carolina State University with a BS in Psychology. He actively serves his community by volunteering for local non-profit and service organizations. Away from the office he enjoys the outdoors and spending time with his family and friends.
Angela McGilvary brings more than 18 years of industry experience to her role as Operations Manager with Marzano Capital Group. Angela's primary focus is to provide operational and administrative support to the Executive Team and Wealth Managers at the firm. Angela assists Managing Principal Jon Marzano, with compliance in the branch office with annual audits and maintaining required legal & client files. Angela opens New Accounts within the office, schedules appointments, prepares paperwork, reports, and helps manage incoming and outgoing calls with customer service and support to our clients.
Angela began her career with Edward D. Jones & Company in August 1999 as a Branch Office Administrator. She was promoted to Senior Branch Office Administrator within three years, and was offered Limited Partnership within the company in 2004. In July 2005, the Marzano Office Staff left Edward D. Jones & Company and became an Independent Office with Wells Fargo Advisors Financial Network.
Angela and husband, Alex, have been residents of Clemmons, North Carolina for 30 years.
Michael McGilvary joined Marzano Capital Group in 2016. With more than five years of experience in financial services, Michael provides clients with advice, counsel and service in all areas of Marzano Capital Group’s products, including wealth management, retirement planning, estate investment planning, risk management, education funding, and employee and executive benefits. Previously. Michael served as a financial advisor for clients in the Charlotte area with Edward Jones Investments. There he was responsible for providing clients with a full range of wealth management, financial and retirement planning services. Michael is a native of Clemmons, N.C., where he was a graduate of West Forsyth High School’s academy of Finance. He is also graduate of East Carolina University with a B.S. in Business Administration and Finance, where he was also a member of the University’s Varsity track and field team. Michael currently resides near Lake Norman, N.C with his wife, Kelly.
Client Services Assistant
Alyssa joined the Marzano Capital Group team in September of 2016 with over 10 years of customer service experience. She has a passion for meeting new people, strengthening client relationships, and helping others achieve their goals. Although she is a native of Michigan, Alyssa has been a part of the Advance and Clemmons communities for the past 20 years and graduated from Davie High School in 2008. Alyssa and her husband, Jonathan, currently reside in Lewisville with their dog, Lilly.
I am a Wealth Manager with Marzano Capital Group. With 26 years of wealth and financial planning experience. In those years I've experienced several downturns in the market and I understand how to manage client’s investments during volatile markets. I advise and manage the financial assets of affluent families and individuals, as well as, private business owners. Through the years I have helped clients from Hanes, Reynolds, Lowes Foods, Wells Fargo, Thomasville Furniture, Baptist and Novant hospitals and others retire successfully. Through comprehensive financial planning I have created personalized plans that have enabled my clients to make prudent decisions in order to work towards their financial goals. Building trust and long-term relationships with clients is important and helps me guide my clients toward a successful retirement.
In 2017 I joined Marzano Capital Group after building a successful practice at another firm in the triad.
As a 1980 graduate of High Point University I obtained a B.S. in Biology and minors in Chemistry and Religion. I have actively served the community including, 10 years on the City/County Utility Commission and past member of the Clemmons Stormwater Advisory Board. I am past president and current member of the Estate Planning Council of Winston-Salem, past member of the High Point University Alumni Board and current member of the Davie County Chamber of Commerce. My wife and I enjoy travel and collegiate sporting events. We are members of River Oaks Community Church where I serve as Deacon. We lived in Clemmons from 1996 till 2019 and now reside in Advance.