Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager serves as the investment committee chair for the firm's discretionary asset management program. As a 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. As an Enrolled Agent and member of Keyes, Stange & Wooten CPA Firm, LLC, he provides tax planning and 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 currently serves as a member of the Ormond Beach YMCA board. Marc and his wife, Shannon, live in Ormond Beach, FL and have 19-year-old triplets, Alexa, Bryce & Caleb, attending college at various academic institutions.