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Michael Stanley Marion
Vorstandsvorsitzender bei Marion Wealth Management LLC
Profil
Mr. Michael S.
Marion is a Managing Partner & Financial Advisor at Marion Wealth Management LLC.
He leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses.
Mr. Marion was previously employed as a Financial Advisor by Wells Fargo Clearing Services LLC and a Principal by Metropolitan Life Insurance Co.
He holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER Professional Education Program from the College of Financial Planning.
Aktive Positionen von Michael Stanley Marion
Unternehmen | Position | Beginn |
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Marion Wealth Management LLC
![]() Marion Wealth Management LLC Investment ManagersFinance Marion Wealth Management LLC (MWM) is an independent registered investment advisor headquartered in Monroeville, Pennsylvania. The firm is primarily owned by Michael S. Marion and Jeffrey D. Lott. MWM offers investment advisory services to individuals, high net worth individuals, pension, and profit-sharing plans (but not the plan participants), charitable organizations and corporations or other businesses. | Vorstandsvorsitzender | 01.07.2021 |
Ehemalige bekannte Positionen von Michael Stanley Marion
Unternehmen | Position | Ende |
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Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01.11.2016 |
Metropolitan Life Insurance Co.
![]() Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Corporate Officer/Principal | 01.01.1992 |
Erfahrungen
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Private Unternehmen | 3 |
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Marion Wealth Management LLC
![]() Marion Wealth Management LLC Investment ManagersFinance Marion Wealth Management LLC (MWM) is an independent registered investment advisor headquartered in Monroeville, Pennsylvania. The firm is primarily owned by Michael S. Marion and Jeffrey D. Lott. MWM offers investment advisory services to individuals, high net worth individuals, pension, and profit-sharing plans (but not the plan participants), charitable organizations and corporations or other businesses. | Finance |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Metropolitan Life Insurance Co.
![]() Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Finance |