Marci joined Raymond James as a financial advisor in 2012. She provides clients with multi-generational financial planning services. She is passionate about helping clients plan for and achieve their retirement and education goals. She also offers long-term care, disability, and life insurance planning.
Marci earned both a BS in Business Administration and an MBA from Butler University. She has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Accredited Asset Management Specialist™ (AAMS™) designation. She also completed the Raymond James Institute of Investment Management Consulting program.
Marci is an active member of Annunciation Catholic Parish where she serves on the Parish Council, coordinates semi-annual blood drives, and helps with other parish ministries. Marci and her husband Matt enjoy spending time with their son and daughter, as well as their extended family. They also enjoy traveling, biking, swimming, and hiking.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.