Marcia Mayoue, CFP®, CFA®

Personal Wealth Advisor

Marcia has worked in the field of finance since 1988, starting in 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 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.


  • BS Accounting and Finance – Miami University Ohio
  • MBA Economics – University of Michigan

Prior Professional Experience

  • Investment Banking Officer – Manufacturers Hanover
  • Wealth Advisor – Balentine & Company

Associations and Affiliations

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

Licenses and Registrations

  • Chartered Financial Analyst (CFA®)
  • Series 65