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Marc Clark, CFP®, MBA
Goss Wealth Management

Tel: 504-609-3694
858 Camp Street New Orleans, LA 70130
New Orleans, LA 70115
Goss Wealth Management | Financial Advisor in New Orleans ,LA

About Marc Clark

As a Financial Consultant at Goss Wealth Management, Marc develops strategies to build his client base, assists clients in all facets of their financial life, including investment planning, retirement planning, estate planning, and more, and develops and maintains financial plans for clients. He has been in the financial services industry for over 13 years and previously worked at Morgan Stanley before becoming an independent advisor. Marc has always been fascinated with both entrepreneurship and economics, so to have a career that draws on both is very rewarding. He also grew up watching his parents work hard for every dollar they earned, but they did not have a plan on how to invest their income. This financial stress is one of the reasons why helping his clients find solutions to their financial concerns motivates him every day. Marc enjoys spending time with family and friends and is an avid runner and basketball fan. Marc has been married for more than 15 years to his wife, Azita, and has 3 children.


About Goss Wealth Management

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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General Information

Firm Start Year:   1980
No.of Employees:   5-9
Insurance License#:   476616
Name of Broker/Dealer:   LPL FINANCIAL LLC
Name of Custodial Firm:   LPL FINANCIAL LLC
States Licensed in:   LA, IL, KS, FL, MO, WV
Number of Years with Current Firm:   3
Work Experience:   Financial Consultant - Goss Wealth Management - Oct 2018 - Present Financial Advisor - Securities America Inc. - Nov 2016 - Oct 2018 Financial Advisor - Morgan Stanley - May 2008 - Nov 2016
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning

Services

Investment Types:   Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Our Offices, Your Home, Via Phone, Via Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life, Variable Annuity, Variable Life

Firm Information

Firm's Number of Clients:   2000
Firm's Number of Planning Clients:   400
Firm's Number of Managed Clients:   1500
Assets Managed by Firm:   $750,000,000
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   140
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $55,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets
Additional Details on Charges:   Fee breakpoints based on assets under management and level of financial planning required

Education

Bachelor of Science  - Finance   University of New Orleans  - New Orleans, LA
01/06/1997-05/07/1999
Masters of Business Administration  - Finance   University of Florida  - Gainesville, Florida
08/22/2005-05/15/2007

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Financial Services

Retirement Planning

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you: - Meet retirement income needs, desires and expenses - Maintain lifestyle choices and priorities - Ensure that long-term aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

Portfolio Management

Under our management, we have the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers one of the industry's broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.



Disclaimer

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GOSS WEALTH MANAGEMENT are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WV. GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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