Marcia's goal is to provide clients with resources and guidance to meet their financial objectives. Since joining Merrill Lynch in 2012, she has had the opportunity to use Merrill's extensive resources to work with families and businesses to plan for retirement. Her team at Merrill Lynch believes that all individuals should have the opportunity to live their retirement life with financial dignity. This is the belief that guides their approach to retirement planning. Her team focuses on retirement plan design, implementation, and education for local businesses through the use of defined contribution and/or benefit plans.
Prior to joining Merrill Lynch, Marcia worked for eleven years as an investment advisor and consultant for public agencies in the management of their bond issuances.
As a financial advisor, she is able to bring her prior investment and consulting experience and combine the world class resources of Merrill Lynch to customize retirement strategies for clients. She is driven to continually grow as an individual and professional, knowing that she is setting an important example for her young son.
Her interests include spending time with family exploring National Parks and enjoying the great outdoors.