Overview
Marci is a Director and Wealth Advisor at Aprio Wealth Management, where she works closely with high-net-worth individuals, families, and business owners to design investment strategies that align with their personal and professional financial goals. Marci integrates tax guidance, financial planning, and investment management to deliver holistic solutions and provide strategic, context-driven advice. She creates customized financial plans covering key areas such as liquidity management, retirement planning, investment strategy, tax efficiency, estate planning, risk management, and asset protection.
Experience
Marci brings over 18 years of experience in wealth management, having previously served as Vice President, Wealth Manager at BNY Mellon and as an Investment Advisor at PNC Private Bank. Marci has a deep understanding of how to preserve and grow multigenerational family legacies. She hosts family meetings, provides financial education, and helps bridge the vision and goals between generations to achieve the family’s mission. Marci finds fulfillment in developing meaningful relationships with her clients and guiding them toward financial decisions that bring clarity, confidence, and peace of mind.
Marci is also passionate about empowering women through financial literacy, particularly during life transitions, helping them gain the confidence and knowledge needed for long-term financial independence.
Education & Affiliations
Marci earned her Bachelor’s in Business Administration with a concentration in Finance from West Virginia University. She also holds a Series 65 – Uniform Investment Advisor Law license.
Marci is a member of Financial Women of San Francisco.
Insights
