Overview
Marci is a Director and Wealth Advisor at Aprio, serving high-net-worth individuals, families, and business professionals. In collaboration with Aprio’s tax advisors, she delivers highly integrated, context-driven guidance to align planning and execution with each client’s broader financial strategies and objectives. With a focus on technology executives and entrepreneurs, Marci develops sophisticated strategies to manage complex equity compensation and advises clients through pivotal liquidity events, including IPOs and company buyouts.
Experience
Marci brings nearly 20 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. She works closely with multigenerational families to align around shared values, goals, and a long-term vision. Incorporating family governance principles, she emphasizes strategic planning and education to foster continuity and engagement across generations.
Marci is deeply committed to empowering women to achieve financial independence, particularly during significant life transitions. She actively supports nonprofit organizations focused on advancing financial literacy, education, and economic opportunity for women.
Education & Affiliations
Marci holds a B.S. in Business Administration with a concentration in Finance from West Virginia University. She also holds a Series 65 – Uniform Investment Advisor Law license.
Marci is a member of Financial Women of San Francisco.