Marc Austin
Financial Advisor at Wealthspire Advisors
- Role
- Senior Vice President Advisor at Wealthspire
- Location
- West Hartford, CT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marc Austin
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors…
Experience
Senior Vice President Advisor
Oct 2021 — Present
Education
Quinnipiac University - School of Business
BS, Accounting
1979 — 1983
Skills
- Mergers & Acquisitions
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Series 7
- Series 6
- Insurance
- Series 24
- Disability Insurance
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- 401k
- Mortgage Lending
- Financial Planners
- Fixed Annuities
- Investments
- Wealth Management
- Trusts
- Equities
- Pensions
- Credit
- Financial Modeling
- Etfs
- High Net Worth Individuals
- Wealth
- Business Planning
- Financial Risk
- Iras
- Asset Management
- Investment Management
- Coaching
- Life Insurance
- Small Business
- Finance
- Investment Strategies
- Alternative Investments
- Retirement Planning
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