Overview
As a Regional Lead and Wealth Advisor, Marci brings over 15 years of experience guiding high-net-worth individuals and families through all stages of wealth management. Her specialties include financial education for women and strategic planning for technology executives. Marci delivers tailored solutions for stock options, equity compensation, and multigenerational legacy planning. She collaborates closely with Aprio tax team members to capture value and ensure financial strategies are thoughtfully aligned with each client’s short- and long term goals.
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