James Marcus


Senior Financial Advisor, First Vice President
Series 7, 31, 66 registrations

Experience: 35 years

Education: Master of Fine Arts/Theater, University of Iowa

Specialty Areas: Wealth management with an emphasis on the transition to retirement by helping determine the optimum cash flow and lifestyle planning choices for clients. 

“The psychological challenges of retirement are every bit as challenging as the financial. They go hand in hand, and much of our work focuses on helping clients navigate the entire retirement landscape.”