When Marcia Person transitioned from her early careers first as a special needs children’s counselor and then as a co-owner of a successful jewelry business, she turned her focus to her passion for financial planning and wealth management. Marcy knew her keen communication skills, her ability to identify needs, and her talent for creating strategies to address those needs would provide the perfect foundation for her new roles of financial advisor, market educator and empathetic confidante.
In 1994 Marcy joined what is today Morgan Stanley Smith Barney. She was promoted to senior portfolio manager in 1999 and was named first vice president of investments in 2003. In 2004, she earned the Personal Financial Planning Specialist designation. Attracted by the extensive resources and independent culture of Raymond James and never one to accept the status quo, Marcy joined the firm in 2011 and received her Investment Management Specialist certification shortly thereafter.
Additionally, Marcy is also a Certified Divorce Financial Analyst™ (CDFA). She assists divorce facing clients by developing comprehensive reports which illustrate the short and long term financial effects of divorce. Trained in Collaborative Divorce and as a member of both the International Academy of Collaborative Professionals and Next Generation Divorce, Marcy is well suited to assume the role of the Financial Neutral in a collaborative divorce. She is dedicated to making the divorce process less confrontational through the collaborative process.
With her personalized attention and emphasis on putting her clients’ interests first, Marcy has created a long list of faithful clientele and enduring multigenerational relationships. Always sensitive to their risk tolerance levels, she works alongside her clients to develop wealth management plans to meet their individual needs.
Marcy holds a Bachelor of Arts in psychology from Immaculate Heart College. When not involved in client events and social outings, Marcy can be found in her pottery studio creating original pieces or traveling. She has one son, who is in the film industry in Hollywood, and one granddaughter, who is the apple of her eye.