Scott Marcus Email & Phone Number
Director @ Upland Wealth Advisors
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Scott Marcus Location
- Albany, GA, US
Scott Marcus Work
- 2023 -now Director @
- 2020 -2023 Partner, Financial Advisor @ Marcus, Inman & Daniels Wealth Advisors
Scott Marcus Skills
- 401(k) planning, Asset Allocation, Estate Investment Planning
- Tax-Efficient Planning, Wealth-Preservation Planning
- Relationship Management, Retirement, Strategic Planning
- Financial Advisory, Investment Planning, Investment Strategies
Scott Marcus Summary
- Scott Marcus, based in Albany, GA, US, is currently a Director at Upland Wealth Advisors. Scott Marcus brings experience from previous roles at Marcus, Inman & Daniels Wealth Advisors. With a robust skill set that includes 401(k) planning, Asset Allocation, Estate Investment Planning, Tax-Efficient Planning, Wealth-Preservation Planning, Relationship Management, Retirement, Strategic Planning, Financial Advisory, Investment Planning, Investment Strategies and more. Scott Marcus has 2 emails on RocketReach.
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Top Upland Wealth Advisors Employees
Scott Marcus
Director
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John Inman
Partner, Registered Principal
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Lisa Cosper
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