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Profil
Mr. Michael S.
Marion is a Managing Partner & Financial Advisor at Marion Wealth Management LLC.
He leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses.
Mr. Marion was previously employed as a Financial Advisor by Wells Fargo Clearing Services LLC and a Principal by Metropolitan Life Insurance Co.
He holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER Professional Education Program from the College of Financial Planning.
Postes actifs de Michael Stanley Marion
| Sociétés | Poste | Début |
|---|---|---|
Marion Wealth Management LLC
 Marion Wealth Management LLC Investment ManagersFinance MWM builds portfolios for their clients using individual stocks, exchange traded funds, mutual funds, bonds and bank certificates of deposits. The firm’s risk based models is carefully coordinated with client’s financial planning goals, and managed closely to minimize expense and manage taxes. | Directeur Général | 01/07/2021 |
Anciens postes connus de Michael Stanley Marion
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 01/11/2016 |
Metropolitan Life Insurance Co.
 Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services | Corporate Officer/Principal | 01/01/1992 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Provides insurance, pension and employee benefits services | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Marion Wealth Management LLC
Marion Wealth Management LLC Investment ManagersFinance MWM builds portfolios for their clients using individual stocks, exchange traded funds, mutual funds, bonds and bank certificates of deposits. The firm’s risk based models is carefully coordinated with client’s financial planning goals, and managed closely to minimize expense and manage taxes. | Finance |
