502.882.4600
502.609.3279
Marcia is a Senior Financial Advisor and Partner with Meritrust.
Marcia is a native of Bardstown, Kentucky, and has over 30 years of experience as an advisor and CPA/Accountant, with extensive taxation and financial planning knowledge. Since 1999, Marcia has been able to utilize her combined accounting and investment knowledge in financial services with Meritrust to assist her clients in developing a realistic, comprehensive financial plan building on financial strengths and addressing any inherent opportunities. In her spare time, she enjoys boating, camping, ATV racing and riding, and being outdoors with her family.
Bachelor of Science, Accounting, University of Louisville, Louisville, Kentucky
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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