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.