Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager, Partner, is a graduate of Stetson University with a Bachelor of Business Administration in Finance and serves as the investment committee chair for the firm's discretionary asset management program. As a Senior Wealth Manager with over 27 years of industry experience, Marc works with individuals and business owners to develop financial plans, specializing in the areas of retirement and wealth transfer strategies. He is an advocate of investment diversification and asset allocation. Marc holds the CERTIFIED FINANCIAL PLANNER™ Certification (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Enrolled Agent (E.A) designations and he is an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC. He currently serves as a member of the Ormond Beach YMCA Board.