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Marc Wolff

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Marc Wolff

Partner, Managing Director | Beacon Pointe

Sarasota, Florida, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Marc Wolff

Work Experience

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Partner, Managing Director at

Beacon Pointe

Present

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Partner, Managing Director at

Beacon Pointe

February 2022 - Present

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President STFP at

Securities America Inc.

January 1999 - February 2022

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President at

Southern Trust Financial Planning

March 1999 - February 2022

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Senior VP - Investments at

First Southeastern Securities

January 1995 - March 1999

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VP - Investments at

Meridian Associates, Inc.

March 1993 - January 1995

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End User Support Representative at

IBM

January 1988 - March 1993

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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

mail

******@beaconpointe.com

**********@securitiesamerica.com

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