As a Senior Wealth Planning Strategist, Marc plays a significant role in deepening and broadening existing client relationships, as well as bringing new client relationships into the Private Bank. Marc serves as a wealth planning generalist, and is responsible for the identification and development of opportunities for clients (i.e. affluent families, business owners, and corporate executives) whose net worth is greater than $10MM. Marc spends the majority of his time working with internal partners to build out client relationships while relying on a local team of credentialed, wealth planners to produce very tailored and comprehensive wealth plans. In addition, when appropriate, Marc will introduce the client to appropriate resources, such as external Attorney’s, CPA’s, as well as other specialists within the Wells Fargo Private Bank. Marc is based in Princeton, NJ, and works with clients throughout New Jersey, New York, Pennsylvania and Florida.

Source: LinkedIn