Marsha Werner

CFP®
Vice President, Investments

WEALTH ADVISORY
Utilizing proficiency, expertise and resources to build solutions tailored to each individual’s unique and ever changing situation.

Wealth advisory goes beyond asset management to touch every area of life. Marsha takes the time to learn about your needs, dreams and aspirations for the future. She is competent at utilizing her extensive knowledge to create a plan to help you achieve your goals. Though out life, goals will change requiring a responsive and intuitive partner with a process that works to make financial planning clear and manageable. She will walk with you every step of the way.

Marsha’s past senior management experience shaped a viewpoint of not only an advisor but also a leader with understanding of how the business is created, run and supervised. The tenure also produced extensive wealth management experience in the capital and fixed income markets, family governance and dynamics, liability management, wealth preservation and legacy/estate planning.

Experience

  • Private Banker at JP Morgan
  • Senior Vice President at Smith Barney
    • Divisional, Regional, and Branch management positions
  • CERTIFIED FINANCIAL PLANNER certification
  • Series 7, 8, 65 and 63 securities and Insurance licensed
  • Bachelor’s degree in Economics from the University of Illinois

Personal
A lifelong Illinois resident, Marsha makes her home in Barrington with her husband, Gregg, They have 2 adult children. Leland lives and works in the Barrington area. Trent is a college sophomore attending Bradley University. Marsha is a Trustee on the Barrington 220 Educational Foundation, an active member at Wynstone Country Club and a member of the Barrington Second Set Play Readers.

Wealth Advisory Process Overview 
Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.

This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time.

Each step involves interaction between our team, the client and outside professionals if needed.

Specialized Services

  • People in transition
    • Career/job change
    • Divorce
    • Recently widowed
    • Inheritance
  • Retirement
    • Recently retired
    • Sold business
    • Need to increase retirement savings returns
  • Long term planners
    • Saving for college
    • Estate strategies
    • Leaving a Legacy
  • Second Opinion Required
    • Concerned with aspects of current situation
    • Holistic review

Life well planned is about building the future you desire


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.