Products and Services offered

Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more. She received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit. She attained the CERTIFIED FINANCIAL PLANNERTM (CFP) certification awarded by the College for Financial Planning and holds Series 7 and 66 securities licenses.

Business Hours:
M-F 8am-5pm, Sa-Su Closed

Categories:
Financial Services,Insurance

Products:
Business Succession Planning, Tax Efficient Strategies, Retirement Planning (ira's/pensions/401k's/403b's), Charitable Giving, Educational Planning (529's/ugma/utma)