Independent Financial Advisor, is a Registered Investment Advisor Representative at the Raymond James Financial Services office in San Bernardino, California.
Marie began her career as a licensed Certified Shorthand Reporter for the State of California and worked in that capacity for five years prior to becoming a member of the financial services industry in 1985. She has provided experienced guidance to individuals, families, and business owners in the Inland Empire ever since.
Marie is a licensed stockbroker and a General Securities Principal. Prior to joining Raymond James in 1998, she was an Investment Specialist with Bank America Investment Services. She holds a Series 7, 22, 6, 65, 63, 51, and 24 and is registered in California and 19 other states currently.
If you lived in the Inland Empire during 2000, 2001, and 2002 and listened to the radio on your way to work in the mornings, you might have heard Marie giving a stock market update and a little education over the air waves.
Marie is passionate about her clients and understands that achieving their financial goals can enable them to achieve their life goals. While some have inherited wealth, most of Marie’s clients have worked for their money; her satisfaction comes from showing clients how to make their money work for them.
She has been married to her husband, John, since 1989. They have two adult sons who are charming young men and one beautiful daughter-in-law so far. Marie enjoys cooking meals for her family and friends and entertaining at home where her two dogs live.
236 W Orange Show Rd, Unit #101, San Bernardino, CA 92408
T: 909.888.7788 // F: 909.888.8198