Marie joined DHG Wealth Advisors in October, 2018. Prior to joining us she was with Merrill Lynch since 2014 and also with UBS since 2011. She helps clients create custom tailored wealth management strategies by utilizing the full range of goals-based resources. She enjoys working with families to help them develop strategies to pursue their short-term and long-term financial goals and to communicate their objectives with the next generation. Marie feels she makes a special contribution by working with women, including business owners, professionals, divorcees and widows, to help them make informed financial decisions.
Marie graduated from the University of South Carolina earning a Bachelor’s Degree in Investment Finance and Marketing.