portrait of Marc C Whiteman

About Marc

As an Edward Jones financial advisor, it my great joy and deep responsibility to help the families I serve reach their financial goals. My team and I use an established process centered around each individual to develop and foster long-term relationships. We are committed to serving serious, long-term investors seeking to maximize income during retirement, build wealth and plan for generational wealth transfer. As we work together, we partner with other professionals in your life, such as CPAs and attorneys, to ensure we are creating a plan specific to your estate and tax considerations that will serve your needs and...

Focus Areas

  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesNovember 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Ashley Tannaci
    Sr. Branch Office Administrator
  • Lorah Guse
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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