portrait of Diane S Marcus
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
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About Diane

I am Diane Marcus, an experienced financial advisor with a passion for making a difference in people's lives. With nearly 20 years in the industry, I have honed my experience in providing comprehensive financial guidance and strategies.

Beyond my professional achievements, I am an active volunteer in the community, dedicating my time and efforts to various charitable organizations such as the church, Haven for Hope, Habitat for Humanity, and the local Food Bank. I am committed to helping those in need and creating positive change in society.

Since settling in San Antonio in 2007, I have made an effort to become an...

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances

Work History

  • Edward JonesSeptember 2023 to Current
  • Ameriprise Financial Svcs LLCAugust 2022 to January 2023

Education

  • Univ of Texas-San AntonioBachelor of Arts

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