Marc Gwinn, Financial Advisor

Financial Advisor
Marc Gwinn

CFP®
453 Stone Cutters Way Ste 1, Montpelier, VT 05602opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • New Investors
  • LGBTQ+ Finances
  • Sustainable investing
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Volunteering
  • Social Responsibility
  • Community Outreach
  • Home Improvement
  • Music

Team Members

  • Stephanie Cayia
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(802) 223-2005

Fax

(800) 604-7260

Office Address

453 Stone Cutters Way Ste 1
Montpelier, VT 05602opens in a new window

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