Planning for your financial success

David Marion, CRPS®, Managing Partner ®, PIM Portfolio Manager

 

Qualifications

More than 30 years of Financial Services experience. Securities Registrations: FINRA Series 7, 6, 63, and 65.

 

Career Summary

David began his career in the financial services industry in 1991 with First Union Bank, as he recognized a need for

hardworking, ethical, and honest financial advisors who could help investors navigate what has evolved into a diverse and complex economic landscape. After experiencing two mergers, he left First Union in 2001 to join UBS Financial Services Inc. In December of 2010, based on a variety of industry changes, David transitioned his practice to Wells Fargo Advisors.

To David, his clients’ investments represent their future — and perhaps the future of their families, employees, and businesses. He works closely with his clients to help them make well-informed decisions about investing, growing, and preserving their hard-earned financial assets. David is a resource to his clients on a broad range of financial matters, contributing his time, knowledge, and objectivity to the

process of   helping maintain and   enhance his clients’ financial security. David’s primary objective is to understand his clients’ investment objectives and to create a comprehensive financial, retirement, and estate investment planning process that involves tactical asset allocation designed to create and preserve wealth.

David specializes in working with affluent families, corporate retirement plans, nonprofit organizations, and foundations.


Personal/Community involvement

Between 2001 and November of 2010, David served as a member of the Roper St. Francis Foundation Board of Visitors, a dynamic group of community leaders. The board enables volunteers to explore the Foundation and the healthcare system, develop individual roles of interest, and to build on their capacity to become active advocates for the Foundation and Roper St. Francis Healthcare in the greater Charleston Community.

From 2010 to  January of 2016, David served on the Porter-Gaud School Alumni Association Board. The board’s mission is to uphold the ideals, goals, and traditions of the school and to work in cooperation with the School to advance and further its mission and interests. In addition, the Association will aim to preserve and promote loyalty, continuing interest, and active participation of its members in all programs developed to promote the general welfare and progress of Porter-Gaud School.

David is an avid sailor, participates in the 4.0 and 8.5 Mount Pleasant Tennis Leagues as well as the Men’s Over 45 Soccer League at College of Charleston Soccer Stadium. David is the proud father of four children, Connor, Bryce,Vea and Bond. He has enjoyed coaching his children for many years in the Charleston youth soccer leagues.  David is happily married to Sarah K. Marion raising Vea and Bond living in Mount Pleasant, SC. Sarah has a thriving career with The REID Realestate specializing in Residential Realestate and Interior design.