Before you begin working toward achieving your financial goals, you must first define what’s important to you and your family. This might include planning for retirement, saving for college or protecting the financial future of your loved ones. I will help you prioritize your needs and define your goals. I will also help monitor your progress and help ensure you stay on track.
I joined Edward Jones more than 14 years ago for the opportunity and privilege to partner with families and small-business owners. My clients' needs are often specialized and complex. I take the time to deeply understand your financial needs and comfort level with risk. I listen closely to your concerns and address each one with a tailored solution. We partner together throughout your lifetime to build customized financial strategies that are designed to help achieve your goals.
I am joined by my valued partner, Mackenzi Church, branch office administrator, to provide your family exceptional and personalized service. As a team, we work closely with your CPA/tax professional and estate planning attorney to execute needed actions on your behalf, leveraging all of your trusted partners' expertise. If you would like to know more about our customized approach or discuss your financial future, please call for an appointment at 208-342-3413.
I invite you to experience the Edward Jones difference: face-to-face meetings, personal relationships and a lifelong partnership. Edward Jones has thousands of people and advanced technology supporting our office so that we can help you reach your goals and provide unparalleled client service.
A little about me... My husband, Jeffrey, and I celebrated our 27th wedding anniversary this summer and our 18-year-old son, Parker, is a student at Boise State University. We love living in Boise! We can be found hiking, camping and fishing all around our beautiful state or you can find me on the trails with my horse, Zorro.
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- LGBT Finances
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Horseback Riding
Mailing Address1208 S Vista Avenue
Boise, ID 83705
Phone NumberMarcelle L Winn at (208) 342-3413
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More