Family Wealth Advisor
In her role as Family Wealth Advisor, Marlene is responsible for relationship management, accounting, bookkeeping, cash management and concierge services for several client engagements. She also plays a pivotal role on the Fortis Advisors team, supporting daily operations and working with clients on a range of investing needs including establishing new accounts, fund management and trading. Marlene joined the Fortis team in 2006.
Marlene holds a Bachelor of Interdisciplinary Studies degree with a focus on Leadership Studies from Villanova University as well as her Series 65 license.
A strong sense of drive and accountability are at the heart of Marlene’s commitment to her work and her personal life. She treats clients like a part of the family and values creating ongoing partnerships built on strong communication to help clients reach their goals. Marlene seeks balance too, and welcomes opportunities to travel, experience new cultures, and widen her perspective.