Marc Ackerman Email & Phone Number

Marc Ackerman is dedicated to helping ultra-high-net-worth families integrate their unique values into their wealth plans and portfolios. He is passionate about serving others and making a purposeful impact on families and communities.Helping clients achieve personal fulfillment and prepare for critical financial events is at the core of Marc’s wealth management practice. He advises clients on all aspects of estate planning strategies, wealth transfers, and philanthropic pursuits. Marc examines global macroeconomics, current market conditions and valuations, as well as each client’s individual circumstances when constructing a portfolio. Prior to joining Wells Fargo Advisors, Marc served as Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney. He is a graduate of the University of California, Santa Barbara and serves on the school’s Department of Economics Board of Advisors.Marc also serves on the Board of Directors of the Beverly Hills Fire Department Foundation, the Gospel Music Association (GMA) Foundation, and Hope Heals in Atlanta. Opinions and comments do not necessarily represent the views of the firm.

Listed skills include Investments and Retirement Planning.

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  University Of California, Santa Barbara