Marcia F. Person, CDFA, WMS
Senior Vice President, Investments

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 Senior Investment Management Specialist certification shortly thereafter. Marcy is also a Certified Divorce Financial Analyst® offering specialized expertise to attorneys, CPAs and psychologists who have clients facing divorce.

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, traveling or lending support to her favorite organizations such as the American Heart Association, Remember/Honor/Support, or Stepping Stones for Hospice. She has one son, who is in the film industry in Hollywood, and one granddaughter, who is the apple of her eye.

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