Marc Wolff
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Marc Wolff Email & Phone Number

Partner, Managing Director at Beacon Pointe
Location: Sarasota, Florida, United States 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Partner, Managing Director
Location
Sarasota, Florida, United States
Company size

Who is Marc Wolff? Overview

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Quick answer

Marc Wolff is listed as Partner, Managing Director at Beacon Pointe, a with 186 employees, based in Sarasota, Florida, United States. AeroLeads shows a matched LinkedIn profile for Marc Wolff.

Marc Wolff previously worked as President at Southern Trust Financial Planning, Inc. and President STFP at Securities America, Inc. Member Finra/Sipc. Marc Wolff holds Bachelor Of Science (Bs), Business Finance from University Of Florida.

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Email format at Beacon Pointe

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Beacon Pointe

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Profile bio

About Marc Wolff

Marc Wolff is a Partner, Managing Director at Beacon Pointe. They is proficient in Spanish.

Current workplace

Marc Wolff's current company

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Beacon Pointe
Beacon Pointe
Partner, Managing Director
newport beach, california, united states
Employees
186
AeroLeads page
6 roles · 28 years

Marc Wolff work experience

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Partner, Managing Director

Current

On December 31, 2021 Southern Trust Financial Planning joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Feb 2022 - Present

President

1943 Morrill Street; Sarasota, Fl 34236

Responsible for owning and managing both our Sarasota and Bonita Springs offices. In addition, I manage my own book of clients.Securities offered through Securities America,Inc. A Registered Broker/Dealer. member FINRA(finra.org)/SIPC(sipc.com). Advisory Services offered through Southern Trust Financial Planning, Inc, A Registered Investment Advisory firm. Southern Trust Financial Planning, Inc, and Securities America, Inc. are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For more information, please refer to the terms of use.

Mar 1999 - Feb 2022

Senior Vp - Investments

First Southeastern Securities Group, Inc.
Jan 1995 - Mar 1999

Vp - Investments

Meridian Associates, Inc.
Mar 1993 - Jan 1995

End User Support Representative

Ibm
Jan 1988 - Mar 1993
Team & coworkers

Colleagues at Beacon Pointe

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2 education records

Marc Wolff education

Education record

Riverview High School
FAQ

Frequently asked questions about Marc Wolff

Quick answers generated from the profile data available on this page.

What company does Marc Wolff work for?

Marc Wolff works for Beacon Pointe.

What is Marc Wolff's role at Beacon Pointe?

Marc Wolff is listed as Partner, Managing Director at Beacon Pointe.

Where is Marc Wolff based?

Marc Wolff is based in Sarasota, Florida, United States while working with Beacon Pointe.

What companies has Marc Wolff worked for?

Marc Wolff has worked for Beacon Pointe, Southern Trust Financial Planning, Inc., Securities America, Inc. Member Finra/Sipc, First Southeastern Securities Group, Inc., and Meridian Associates, Inc..

Who are Marc Wolff's colleagues at Beacon Pointe?

Marc Wolff's colleagues at Beacon Pointe include Jolene Avila, Jacob Kutche, Courtney Mccutchan, Cfp®, John Keeney, Cpwa®, Crpc®, Crps®, and Jared Tomsu, Cfp®.

How can I contact Marc Wolff?

You can use AeroLeads to view verified contact signals for Marc Wolff at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Marc Wolff attend?

Marc Wolff holds Bachelor Of Science (Bs), Business Finance from University Of Florida.

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