Marc is a Partner and Wealth Advisor at Waverly. He has been with the firm since December 2022, when Sandifer Wealth Management merged with Waverly.
Mark is a Certified Financial Planner® at Waverly. Throughout Marc’s work with his clients, he has developed and refined a process of integrating financial planning, investment management, and estate planning into a tailored financial plan that helps his clients transition from working to a work-optional lifestyle. Marc’s process provides a lifetime financial strategy that evolves throughout his clients’ lifetime.
Prior to joining Sandifer Wealth Management, Marc was Senior Vice President at Aptus Capital Advisors, where he helped launch Alabama’s first ETF (Exchange Traded Fund). Marc previously worked at Morgan Stanley and played 13 years of professional basketball. Marc graduated from the Brock School of Business at Samford University in Birmingham, AL.
Marc enjoys spending his free time on the golf course or on the water and is an avid diver and fisherman. Marc and his wife, Jihane, currently reside in Spanish Fort, AL.