Marcia Mayoue, CFP®, CFA®, CFDA®

Personal Wealth Advisor

Marcia has worked in the field of finance since 1988—starting with underwriting, then moving to wealth management—and has been a Personal Wealth Advisor since 1998. What she loves most about her vocation is watching her clients succeed in meeting their goals, whatever they may be: paying off a mortgage, retiring, making significant charitable gifts, etc.

Outside of work, Marcia loves traveling, biking, hiking in the woods, dining around, and reading. Marcia is a full-on extrovert and loves meeting new people! Mom to two independent, compassionate, and successful adults, Marcia is deeply connected to her family.

Marcia lives in Buckhead (within walking distance of our office!) with her significant other, Peter, and two dogs, Lily and Teddy.


Education

  • Master of Business Administration – University of Michigan
  • Bachelor of Science, Accounting and Finance – Miami University


Prior Professional Experience

  • President – Mayoue Wealth Management
  • Director – Homrich Berg
  • Senior Vice President – Balentine & Company
  • Investment Banking Officer – Manufacturers Hanover Trust


Associations and Affiliations

  • Board Member – Moving in the Spirit
  • Treasurer – Usher’s New Look Foundation


Licenses and Registrations

  • Chartered Financial Analyst® charterholder
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst, CFDA®
  • Series 65, Investment Advisor Representative
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