Marc Wolff
Southern Trust Financial Planning
Financial Advisor Located in Sarasota, FL and Serving the Entire Area
941-308-0041
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Southern Trust Financial Planning
1943 Morrill Street
Sarasota FL 34236
Marc Wolff is a Sarasota, FL financial advisor located in Sarasota and serving the entire area. Southern Trust Financial Planning specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography

Marc Wolff is a Registered Representative of Securities America, Inc., and the owner of the Southern Trust Financial Planning office in Sarasota. Marc serves the greater Venice, Sarasota, and Bradenton areas with a practice that focuses on providing clients with comprehensive financial guidance coupled with the highest level of service. His business is founded on the principles of trust, openness and diligence, which together form the core of the relationship he shares with his clients.

Marc uses a consultative financial planning approach to thoroughly grasp a client’s goals. With this understanding he crafts custom strategies built on sound investment principles and detailed research and analysis. He is dedicated to both the execution and monitoring of investment strategies, staying abreast of client needs and changing market conditions. Marc has been awarded the prestigious Five Star Wealth Manager award.  For full Five Star disclosure, please click here.

Marc holds a Bachelor of Science degree in Business Administration from the University of Florida. He specialized in Finance, graduating with highest honors and a 4.0 grade point average. Following his graduation he worked for IBM, developing corporate and personal financial technology solutions.

Marc began his investment services career in 1987. Following many years as a Financial Advisor, Marc founded Southern Trust Financial Planning. Marc continues today as the owner and company President.

Marc has been a Sarasota resident since 1983. He is a marathon runner and a very proud and dedicated father of Alexandria (Allie) and Joshua.


Securities offered through Securities America, Inc. A Registered Broker/Dealer member FINRA/SIPC. Advisory Services offered through Southern Trust Financial Planning, Inc, A Registered Investment Advisory firm.  Southern Trust Financial Planning, Inc, and Securities America Companies are unaffiliated. 

This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. Representatives are licensed to conduct securities business in the following states: AE, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO,  MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI and WV. 

Representatives are also licensed to conduct insurance business in AL, CA, CT,  FL, IL, MD, ME, MI, NH, NJ, OH, PA, RI, SC, TN, TX, VT and WV.

Marc Wolff- CA Insurance License #0H17756. James Cooper- CA Insurance License #0H78294.

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