Marcie has over seventeen years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynchs highest recognition clubs, Circle of Excellence, and she has been named one of the Top 50 Advisors in Registered Rep Magazine. In 2008 Marcie was named to the Top 50 Advisors in Massachusetts by the Boston Business Journal, and she was recently named to Barrons Top 100 Women Financial Advisors in 2010.Marcies unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.Marcie has accumulated an impressive client list and established herself as a financial expert within the community by contributing columns to several local papers and appearing regularly on NECN and FOX 25 News. Marcie has presented several times to the NBA Wives Associations Behind the Bench.Marcie has earned the Certified Investment Manager Analyst designation and has attended advanced investment programs at the Wharton School of Business. Prior to joining Merrill Lynch, Marcie practiced as a CPA with Price Waterhouse in their Financial Services division.
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