Marie develops customized investment plans by starting with something very fundamental...listening, "I believe in working closely with my clients, this helps me ensure that their investment and estate plans match their specific goals and circumstances."
Marie became a Financial Advisor in 1975 and to broaden her expertise, earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in 1979. Marie is an Investment Advisor Representative and Senior Vice President, Investments.
Marie also has a passion for serving her community and is a marquee sponsor of Atlanta's top tennis charity event, the annual Ansley Tennis Charity Pro-Am. This annual event benefits a variety of charitable organizations such as the Susan G. Komen Breast Cancer Foundation and Atlanta Children's Shelter. Marie is also involved in the youth development program called, "Moving in the Spirit".
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.