Meet Our Team

David F. Marion, CRPS
Managing Partner
PIM Portfolio Manager
Email Address
David.marion@marion-wm.comPhone Number
(843) 714-5243Certificates
CRPS
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.