Overview
Marci is a Director and Wealth Advisor at Aprio, serving high-net-worth individuals, families, and business professionals. In collaboration with Aprio’s tax advisors, she delivers highly integrated, context-driven guidance to align planning and execution with each client’s broader financial strategies and objectives. With a focus on technology executives and entrepreneurs, Marci develops sophisticated strategies to manage complex equity compensation and advises clients through pivotal liquidity events, including IPOs and company buyouts.
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