Marie has been with the Kleinfield Wealth Group since its founding in January 2015. She assists Cary in all aspects of the business. To better serve clients, Marie holds her Series 7, Series 66, Series 9 & 10 licenses. As part of the team, she works to provide clients with a positive and professional financial planning experience. Her extensive expertise in the financial industry provides her with the knowledge of investment products and industry rules and regulations. In addition, Marie works closely with accountants, attorneys, and other professionals to provide a higher level of client service.

“I enjoy working with Cary at Kleinfield Wealth Group. We work well together to support the Raymond James’ Clients First philosophy. As an independent firm, we focus on people, not products. Our straightforward approach to doing business, along with a fundamental belief in doing what’s right has earned us continued client loyalty. “

Marie loves gardening and entertaining. She enjoys both travelling and local weekend destinations.