Marli Raney
Comprehensive strategies for complex financial goals
- Role
- Financial Services Professional at Watershed Wealth Management
- Location
- Clovis, NM, US
- LinkedIn followers
- 500 followers
About Marli Raney
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Financial Services Professional
May 2023 — Present · Clovis, NM, US
At Watershed Wealth Management, we offer access to comprehensive financial services that cover tax, trust, estate planning, investments, retirement planning, and insurance. Our team is comprised of skilled professionals who collaborate to help ensure our clients receive world- class care and insight. Additionally, we have IT, compliance, and operational support, enabling us to focus more on our clients’ needs and aspirations, rather than day‐to‐day administration. Our aim is to help you achieve your financial goals with our in‐house expertise and resources.Disclosures:Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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