Scott Marx's Location
Falls Church, VA, US
Scott Marx's Work
- Co-Founder, Financial Planner @ SMP Financial Planning, LLC
- Wealth Management Advisor @ TIAA
- Private Banker @ Wells Fargo
- Market Manager and Client Manager @ Bank of America
Scott Marx's Education
- James Madison University1984 - 1987
Scott Marx's Skills
- Wealth Management
- Estate Planning
- Portfolio Management
- High Net Worth Individuals
- Financial Advisory
- Strategic Financial Planning
- Investments
- Banking
- Business Development
- Mortgage Lending
Scott Marx's Summary
Scott Marx, based in Falls Church, VA, US, is currently a Co-Founder, Financial Planner at SMP Financial Planning, LLC, bringing experience from previous roles at TIAA-CREF, Wells Fargo and Bank of America. Scott Marx holds a 1984 - 1987 James Madison University. With a robust skill set that includes Wealth Management, Estate Planning, Portfolio Management, High Net Worth Individuals, Financial Advisory and more, Scott Marx contributes valuable insights to the industry. Scott Marx has 4 emails on RocketReach.
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