Wealth management and financial planning; for individuals and businesses.

Marcia Cammack

CPA

Partner, Senior Financial Advisor

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.

  • Education

    Bachelor of Science, Accounting, University of Louisville, Louisville, Kentucky


  • Registrations & Licenses

    • Series 7*
    • Series 66*
    • Life and Health Insurance
    • Certified Public Accountant
  • Community Involvement

    • Bethlehem High School in Bardstown – active in promotion of Christian Education and college preparation
    • Humane Society
  • Specialties

    • Women’s Wealth Services
    • Personal Financial Planning
    • Investment Management
    • Accumulation Stage and Retirement Planning
    • Retirement Planning
    • “Millionaire Next Door” Services
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