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Marcia F. Person
Marcia F. Person
First Vice President - Wealth Management
Senior Investment Management Specialist
Financial Planning Specialist
6735 Crosswinds Drive North
Saint Petersburg, FL 33710
tel: 727-381-1234
toll free: 800-237-2898
fax: 727-343-8203
Email Me
Welcome Experience Services Associations Education Honors
Welcome

MY MISSION

As my valued client, your interests are my first priority. My responsibility to you goes far beyond investing - it is my obligation to help you create and protect your financial legacy. Immersed in all phases of your financial life, your unique personal circumstances will be carefully considered before investment recommendations are made. Maintaining a meaningful relationship that grows over time and providing high quality personalized service are the cornerstones of my business.
Business Experience
  • 1994 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Investment Management Specialist
    Financial Planning Specialist
    St. Petersburg, FL
  • Guided Portfolio Management Branch Coordinator
    St. Petersburg, FL Branch
Services
  • Financial Planning
  • Asset Management
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Municipal Bonds
  • Cash Management
  • Women and Company®
  • Planning for Special Needs Individuals
  • Exchange Traded Funds
Associations
  • Florida Council on Economic Education
    Board of Advisors - Member
    Tampa, FL
  • Suncoast Rotary Club
    Member
    2009 President Elect
  • Women and Company
    Organization for Female Professionals
Education and Licensing
  • BA, 1976
    Immaculate Heart College
    Los Angeles, CA
  • Financial Planning Specialist, 2004
  • Guided Portfolio Management Certification, 1995
  • Florida Life, Health & Annuity Insurance Licensed, 1995
  • Series 7 - General Securities Representative, 1994
  • Series 63 - Uniform State Exam, 1994
  • Series 65 - Investment Advisory Agent, 1994
  • Senior Investment Management Specialist Designation, 2008
Honors and Recognitions
  • Blue Chip Council
  • Century Council
  • 10 Year Dedicated and Loyal Service Award
Bulletin Board
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
Marcia F. Person is licensed in the following state(s): AR, CA, CO, FL, GA, MA, ME, MN, NC, NJ, NV, NY, PA, RI, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Market Update Conference Call Details (pdf)

100 Point Commentary (pdf)
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