Contact Information:
Marcy L. Vaughan, AAMS
Assistant Vice President
Senior Registered Client Associate
About
Marcy began her financial services career in 1995 in Charlottesville, Virginia. In 1998, she relocated to Arizona and joined Norwest Investments, a predecessor of Wells Fargo Advisors, as a registered sales assistant. With over 30 years of industry experience, Marcy brings a deep understanding of the high level of service clients expect and has valuable insights into the unique needs of our clients.
Background
Marcy holds a Bachelor of Applied Science from the University of Louisiana at Lafayette and a Master of Arts in Education from the University of Phoenix. She maintains the FINRA Series 7, 63, 65, 9, and 10 securities registrations and her Arizona health, life, and variable annuities license. She also holds the Accredited Asset Management Specialist℠ (AAMS®) designation. Throughout her career with Wells Fargo Advisors and other brokerage firms, Marcy has held various roles, including financial advisor, compliance officer, and management positions. She worked as a real estate agent in Denver, Colorado before returning to Arizona.
Marcy was recognized as a Wells Fargo Advisors 2025 Platinum Pinnacle Client Associate and was included in the top 1% selected to attend the 2025 National Growth Summit in Orlando, Florida. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measure by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experiences, partnership with Financial Advisors to support their objectives, and task execution.
Away from the office
Marcy grew up near New Orleans, Louisiana, but has resided in Scottsdale, Arizona for most of the past 25 years. Her daughter is a 2020 graduate of the University of Colorado Boulder and is pursuing a Master of Science in Occupational Therapy at Shenandoah University. Her son is a U.S. Marine and is studying Financial Planning at Arizona State University. In addition to spending time with her family and friends, Marcy enjoys traveling, entertaining, snow skiing, golfing, and hiking. She is also a volunteer for HopeKids of Arizona.
CA Insurance License Number: 0E91190. Resident State AZ.
Marcy began her financial services career in 1995 in Charlottesville, Virginia. In 1998, she relocated to Arizona and joined Norwest Investments, a predecessor of Wells Fargo Advisors, as a registered sales assistant. With over 30 years of industry experience, Marcy brings a deep understanding of the high level of service clients expect and has valuable insights into the unique needs of our clients.
Background
Marcy holds a Bachelor of Applied Science from the University of Louisiana at Lafayette and a Master of Arts in Education from the University of Phoenix. She maintains the FINRA Series 7, 63, 65, 9, and 10 securities registrations and her Arizona health, life, and variable annuities license. She also holds the Accredited Asset Management Specialist℠ (AAMS®) designation. Throughout her career with Wells Fargo Advisors and other brokerage firms, Marcy has held various roles, including financial advisor, compliance officer, and management positions. She worked as a real estate agent in Denver, Colorado before returning to Arizona.
Marcy was recognized as a Wells Fargo Advisors 2025 Platinum Pinnacle Client Associate and was included in the top 1% selected to attend the 2025 National Growth Summit in Orlando, Florida. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measure by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experiences, partnership with Financial Advisors to support their objectives, and task execution.
Away from the office
Marcy grew up near New Orleans, Louisiana, but has resided in Scottsdale, Arizona for most of the past 25 years. Her daughter is a 2020 graduate of the University of Colorado Boulder and is pursuing a Master of Science in Occupational Therapy at Shenandoah University. Her son is a U.S. Marine and is studying Financial Planning at Arizona State University. In addition to spending time with her family and friends, Marcy enjoys traveling, entertaining, snow skiing, golfing, and hiking. She is also a volunteer for HopeKids of Arizona.
CA Insurance License Number: 0E91190. Resident State AZ.