Overview
Marci has over 15 years of wealth management experience and is passionate about empowering women with the knowledge to gain financial independence. Mandy has worked with local women’s groups to provide education on how to build financial security during life transitions.
Experience
Marci brings over 18 years of experience in wealth management, having previously served as Vice President, Wealth Manager at BNY Mellon and as an Investment Advisor at PNC Private Bank. Marci has a deep understanding of how to preserve and grow multigenerational family legacies. She hosts family meetings, provides financial education, and helps bridge the vision and goals between generations to achieve the family’s mission. Marci finds fulfillment in developing meaningful relationships with her clients and guiding them toward financial decisions that bring clarity, confidence, and peace of mind.
Marci is also passionate about empowering women through financial literacy, particularly during life transitions, helping them gain the confidence and knowledge needed for long-term financial independence.
Education & Affiliations
Marci earned a Bachelor of Science in Business Administration (with a concentration in Finance) from West Virginia University. She is a member of the Financial Women of San Francisco Group and the Emerging Practitioners in Philanthropy Network.