Marco R. Williams began his wealth management journey at the onset of the "Great Recession." Despite seasoned professionals suggesting the timing was perfect, he often felt otherwise but remained driven by a childhood ambition to "learn about money." This early desire and passion to help others avoid financial pitfalls and guide them toward stability has been a driving force throughout his career. Over the last 16+ years, Marco has delved into the emotional and pragmatic aspects of finance, honing his skills to become a trusted wealth management professional through his time as a consultant to individual investors and advisors alike.

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Today, Marco collaborates with financial professionals in an effort to develop and implement comprehensive value propositions and efficient practice management techniques, ensuring a holistic wealth management experience for high networth investors . Recognizing that each wealth management professional is unique, he aids in helping advisors envision their ideal practice and creates actionable plans to achieve their objectives.

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His aim is to build meaningful relationships with those he consults, delivering solutions with exceptional clarity, consistency, and  competence, rooted in a lifetime of observation and practical application.

Marco is a Certified Financial Planner® professional  with FINRA credentials including the Series 7, 31, and 66. His robust academic background includes bachelor’s degrees in Marketing (Boston College), Economics (University of South Florida), and Master of Business Administration (Emory University - Goizueta Business School).

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Marco currently resides in Atlanta, GA where he enjoys spending time with his children, reading, and an abundance of outdoor activities.