In Marnie’s case, “the apple doesn’t fall far from the tree.” She learned to put clients first a long time ago, from her mother, a financial advisor of more than 20 years. “I’ve seen her help a lot of people plan for their financial futures and help them feel as confident as possible about what their futures hold for them,” she says.
Marnie is personable and reliable, according to her clients. She joined Raymond James in 2014 and helps her clients save for things they need and want as they go through life. Marnie uses Goal Planning & Monitoring when working with her clients on their 401(k) plans and retirement planning. She wants her clients to succeed and says her clients’ goals become her goals.
She is originally from Morrilton, less than 50 miles northwest of Little Rock, which qualifies her as a huge Razorback sports fan. She currently lives in Little Rock with her husband, William. They have two children, Will and Eden.
Marnie is a Sigma Kappa sorority sister – “Bound by a Promise to demonstrate sisterhood and friendship throughout life.” She volunteers at LR Touchdown Club and Petit Jean Razorback Club.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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