Diane Marco

Executive Assistant, Business Development at Exencial Wealth Advisors - Oklahoma City, OK, US

Diane Marco's Colleagues at Exencial Wealth Advisors
Shelby Whitmore

Senior Accountant

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Amy Sewell

Tax Manager

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Bryce Harrison

Wealth Advisor

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Kyle Hafstad

Estate Planning Advisor

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Michael Conerly

Senior Portfolio Manager

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Pete Trontis

Senior Portfolio Manager

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Craig Wezenski

Partner & Director of Business Development

Contact Craig Wezenski

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Diane Marco's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
New Haven,Connecticut,United States
Company
Exencial Wealth Advisors
Diane Marco's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Diane Marco
Diane Marco currently works for Exencial Wealth Advisors.
Diane Marco's role at Exencial Wealth Advisors is Executive Assistant, Business Development.
Diane Marco's email address is ***@exencialwealth.com. To view Diane Marco's full email address, please signup to ConnectPlex.
Diane Marco works in the Financial Services industry.
Diane Marco's colleagues at Exencial Wealth Advisors are Shelby Whitmore, Amy Sewell, Bryce Harrison, Kyle Hafstad, Michael Conerly, Pete Trontis, Craig Wezenski and others.
Diane Marco's phone number is 405-478-1971
See more information about Diane Marco