Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager serves as a committee member for the firm's discretionary asset management program. As a Wealth Manager, Marc works with individuals and business owners to develop custom financial plans, specializing in the areas of retirement and wealth transfer strategies. As an Enrolled Agent and member of Keyes, Stange & Wooten CPA Firm, LLC he provides income tax preparation services. This experience enables him to develop tax-efficient methods of accumulating and distributing retirement assets. He is an advocate of investment diversification and asset allocation. Marc is a graduate of Stetson University with a BBA in Finance. Marc holds the Certified Financial Planner™ Certification (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations and is an E.A. (Enrolled Agent). He is currently the President of the Ormond Beach YMCA. Marc and his wife, Shannon, live in Ormond Beach, FL with their 16-year-old triplets.
Marc Wooten, CFP®,CLU®,ChFC®, E.A.
Senior Wealth Manager