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Marc Wolff
Marc Wolff
Partner, Managing Director | Beacon Pointe
Sarasota, Florida, United States
Marc Wolff
Summary
Marc Wolff is a seasoned financial strategist and managing partner at Beacon Pointe Advisors, based in Sarasota, Florida. With a strong background in business strategy, financial analysis, and investments, he has successfully led teams and managed client portfolios for over three decades. His career has spanned various roles, including President at Southern Trust Financial Planning, where he oversaw multiple offices and client relationships. Marc's expertise extends to mergers and acquisitions, project management, and strategic planning, making him a versatile leader in the financial services industry. He is fluent in Spanish, enhancing his ability to connect with diverse clients. Marc's commitment to professional development is evident in his leadership roles and contributions to emerging financial strategies. Outside of work, he is passionate about innovation in the financial sector and the importance of sustainable practices in business.
Marc Wolff
Work Experience
Partner, Managing Director at
Beacon Pointe
Present
Partner, Managing Director at
Beacon Pointe
February 2022 - Present
President STFP at
Securities America Inc.
January 1999 - February 2022
President at
Southern Trust Financial Planning
March 1999 - February 2022
Senior VP - Investments at
First Southeastern Securities
January 1995 - March 1999
VP - Investments at
Meridian Associates, Inc.
March 1993 - January 1995
End User Support Representative at
IBM
January 1988 - March 1993
Marc Wolff
Education
University of Florida, Bachelor Of Science (Bs)
January 1987 - January 1992
Riverview High School
January 1983 - January 1987
Frequently Asked Questions about Marc Wolff
What is Marc Wolff email address?
Marc Wolff's primary email address is ******@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Marc Wolff work for?
Marc Wolff is a Partner, Managing Director at Beacon Pointe, a company specializing in Management consulting services.
Where Marc Wolff graduated from?
Marc Wolff holds a degree in Business Finance from University of Florida.
How can I directly contact Marc Wolff?
To contact Marc Wolff directly, you can use the email address ******@beaconpointe.com. Complete contact information is available upon registration with Muraena.
Who is Marc Wolff?
Marc Wolff is a seasoned financial strategist and managing partner at Beacon Pointe Advisors, based in Sarasota, Florida. With a strong background in business strategy, financial analysis, and investments, he has successfully led teams and managed client portfolios for over three decades. His career has spanned various roles, including President at Southern Trust Financial Planning, where he oversaw multiple offices and client relationships. Marc's expertise extends to mergers and acquisitions, project management, and strategic planning, making him a versatile leader in the financial services industry. He is fluent in Spanish, enhancing his ability to connect with diverse clients. Marc's commitment to professional development is evident in his leadership roles and contributions to emerging financial strategies. Outside of work, he is passionate about innovation in the financial sector and the importance of sustainable practices in business.
Marc`s contact details
******@beaconpointe.com
**********@securitiesamerica.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Member Board Of Directors
Partner, Managing Director
Director of Financial Planning
Chief Technology Officer / Wealth Advisor
Wealth Advisor
Managing Director and Partner
Managing Director, Partner
Director of Operations