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Marc Wolff

Partner, Managing Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Beacon Pointe</span>
Intro Book
Seasoned financial leader with 23 years of experience in strategic planning, investments, and leadership.
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Location
Sarasota, Florida, United States, US
Languages
  • Spanish -
Skills
  • Strategic Planning
  • Investments
  • Retirement Planning
  • Business Strategy
  • New Business Development
  • Show all
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Bio

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Marc Wolff is a seasoned financial professional with 23 years of experience in strategic planning, investments, and leadership. He has held various roles, including President at Southern Trust Financial Planning, Inc., and Partner, Managing Director at Beacon Pointe Advisors. Marc holds a Bachelor of Science degree in Business Finance from the University of Florida and has completed Dale Carnegie courses in Leadership Training for Managers, High Impact Presentations, and Dale Carnegie Course.

Credentials

  • Dale Carnegie Course
    Dale Carnegie Training
  • High Impact Presentations
    Dale Carnegie Training
  • Leadership Training for Managers
    Dale Carnegie Training

Experience

  • Beacon Pointe
    • Partner, Managing Director
      • Feb 2022 - Present

      On December 31, 2021 Southern Trust Financial Planning partnered with Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and f...

  • Southern Trust Financial Planning, Inc.
    • 1943 Morrill Street; Sarasota, FL 34236
    • President
      • Mar 1999 - Feb 2022
      • 1943 Morrill Street; Sarasota, FL 34236

      Responsible for owning and managing both our Sarasota and Bonita Springs offices. In addition, I manage my own book of clients.Securities offered through Securities America,Inc. A Registered Broker/Dealer. member FINRA(finra.org)/SIPC(sipc.com). Advisory Services offered through Southern Trust F...

  • Securities America, Inc. Member FINRA/SIPC
    • President STFP
      • 1999 - Feb 2022
  • First Southeastern Securities Group, Inc.
    • Senior VP - Investments
      • Jan 1995 - Mar 1999
  • Meridian Associates, Inc.
    • VP - Investments
      • Mar 1993 - Jan 1995
  • IBM
    • End User Support Representative
      • Jan 1988 - Mar 1993

Education

  • 1987 - 1992
    University of Florida
  • 1983 - 1987
    Riverview High School

Suggested Services

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Industry Focus. “Investment Banking”

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