Marc Wooten CFP®,CLU®,ChFC®, E.A.
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 more than 30 years of industry experience, Marc works with individuals and business owners to develop financial plans, specializing in retirement and wealth transfer strategies. He is an advocate of investment diversification and disciplined asset allocation. Marc holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (E.A.) designations. He is an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC.
