Broker Check

Marcia Werner &
Carolyn Brooks
Financial Advisors

Two Meridian Boulevard, First Floor
Wyomissing, PA 19610

(610) 374-6249

Marcia  Werner

Marcia Werner

Financial Advisor

A native of Berks County, PA, Marcia has been assisting clients at Waddell & Reed as a financial advisor since 1993, including five years as a District Manager. Marcia holds a degree in Business Administration from Delaware Valley University where she was a scholarship softball and basketball athlete. Marcia’s dedicated to helping her clients:

  • Determine their financial goals;
  • Oversee various investments to help ensure that their portfolio is designed based on
    their individual financial objectives and risk tolerance;
  • Serve as a resource for her clients to create a plan to pursue their specific financial needs and goals;
  • Create strategies for retirement; and
  • Identify and address insurance needs.

For personal pleasure, Marcia enjoys mixing her passion for playing golf with traveling.

 

Waddell & Reed is not affiliated with any other entities referenced herein.  08/18