Marcie has over twenty years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynch's highest recognition clubs, Circle of Excellence, and she has been named to Barron's 2010 Top 100 Women Financial Advisors. She has also been named one of the Top 50 Advisors in Registered Rep Magazine and in 2008 was named to the "Top 50 Advisors in Massachusetts" list by the Boston Business Journal. Marcie's unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.

* Barron's "America's Top 100 Women Financial Advisors," June 6, 2011. Barron's is a trademark of Dow Jones& Company, Inc. All rights reserved. Ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. Barron's gives less weight to assets of institutional clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.