Mario Basilone is the Co-Founder and President of Palm Wealth Partners, where he is dedicated to helping clients make informed financial decisions that benefit their families now and in the future. With a personalized and client-centered approach, Mario understands that financial goals are unique and ever-changing, and he takes pride in building trusted, long-term relationships.
Prior to launching Palm Wealth Partners, Mario spent over 12 years as a Financial Advisor and Senior Manager at AXA, where he played a key role in growing the Retirement Benefits Group. His leadership and experience in wealth management have helped clients navigate retirement planning, investment strategies, and other complex financial matters with confidence and clarity.
Mario holds a bachelor’s degree in Business Management from Florida Atlantic University, and maintains FINRA Series 7, 24, and 66 registrations, as well as Life, Health, and Variable Annuity licenses. He is also a Retirement Benefits Specialist in Tax Shelter Plans. Outside the office, Mario enjoys spending time with his family, playing golf, and volunteering with local schools and charities.