Wade R. Marcy Email and Phone Number
Wade R. Marcy work email
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Wade R. Marcy personal email
I remember it like it was yesterday—2017. I was sitting across from a grieving wife who had just lost her husband of 44 years. As the manager of our family’s funeral home, I had witnessed situations like this many times. However, this particular moment stood out. Not only was this sweet lady grieving emotionally, but it was also evident she was financially grieving as well. In a matter of days, her life had completely changed: she was now alone, her income was cut in half, and she faced a heavier tax burden.Experiences like this left a lasting impact on me, sparking a desire to help people prepare for life’s unexpected challenges. Fast forward seven years, and I’m now a financial planner dedicated to helping individuals safeguard their futures. From asset protection and retirement planning to tax strategies, legacy planning, and estate management, I’m here to ensure you’re ready for both the expected and the unexpected.My role is to create a customized financial plan tailored to your unique needs. Once the plan is developed, I connect you with trusted brokers who can implement it in the most cost-effective way. My aim is to improve your financial outlook now, and in the years to come, while providing ongoing guidance. Whether it’s asset management, insurance, wills and trusts, mortgages, or any other aspect of your financial life, I’m here to support you.I’ve been married to my amazing wife Amanda for eight years, and we have two wonderful children, Mason and Charlotte. We live in the Metro Atlanta area, and both come from entrepreneurial families. Amanda manages our family’s wedding venue, and our kids are passionate about sports. I’m deeply committed to helping others and hope to instill this same passion in my children as they grow up, so they too can make a positive impact in the world.
Unity Financial Planning Group
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President And Cco, Chief Financial Planner, Managing PartnerUnity Financial Planning GroupKennesaw, Ga, Us -
Owner, Financial Planner, BrokerSoutheast Life & Legacy Oct 2024 - Present -
Financial PlannerPrudential Financial Apr 2023 - Sep 2024Newark, New Jersey, Us -
Financial PlannerThrivent Jan 2021 - Apr 2023Minneapolis, Mn, Us -
General Manager & Pre-Arrangement ManagerGeorgia Funeral Care And Cremation Services Sep 2015 - Feb 2021• Handle all of the pre-arrangements for the funeral home• Meet with families in their home or at the funeral home -
General ManagerDream Land Pet Memorial Center, Llc Jan 2018 - Jan 2021General ManagerDream Land Pet Memorial Center | Acworth, GA | September 2016 – Present• Increased volume over 100% in 3 years• Responsible for obtaining more animal hospitals to work with exclusively• Ensuring the highest quality of customer service for grieving families• Oversee daily operations and accounting• Handling removals 24/7 when on call -
Campaign ExecutiveBuckhead Business Consulting, Inc. Jun 2015 - Sep 2015• Business to business sales for their client, Quill.com• Was assigned territories and would go door to door with a pitch• Developed sales skills and learned how to overcome objections
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AmbassadorAppsurdity Jul 2014 - Jul 2015Palo Alto, Ca, UsI was a brand ambassador for Appsurdity's popular mobile application QUAD. QUAD is a large group messaging app that targets college students around the US. QUAD is great for incoming freshman, clubs, teams, and organizations. My job was to promote the app by word of mouth and by creating marketing campaigns on social media. Holding competitions, giving away free items, and getting to know students are some of the awesome things my job consists of.I created multiple popular Quads which has lead me to be their number one ambassador by getting over 3,500 new users to download the app. -
Landscaping Utililty WorkerHughes Landscaping May 2010 - Jan 2015I had the privilege to work for Hughes Landscaping part-time for almost five years. My duties were to mow yards, weed eat, lay lava rock, lay pine straw, and clean up leaves.What I cherished most out of this job was how I was able to communicate with customers. A majority of them all wanted different so making sure they got what they want was my number one priority.
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It DepartmentUnited Vehicle Auctions May 2014 - Oct 2014United Vehicle Auctions is an online car auction company that caters to dealerships only. They take cars that have been sitting on certain lots and find other dealerships that could sell the cars quicker. Dealerships then bid on the cars and the highest bidder will have the car on their lot in less than a week.I had many roles while working for UVA. My first was that I designed the entire website. Secondly, I found over 100 new dealerships in three months to log on to the the online auctions that was held every two weeks. Lastly, I ran the social media accounts for the company as well.
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GroundskeeperGeorgia College Dec 2013 - May 2014Milledgeville, Ga, UsAssist in maintaining the grounds of the campus by planting flowers, mowing grass, laying pine straw, and other landscaping duties.
Wade R. Marcy Skills
Wade R. Marcy Education Details
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Georgia College & State UniversityManagement And Operations -
North Cobb High SchoolHigh School
Frequently Asked Questions about Wade R. Marcy
What company does Wade R. Marcy work for?
Wade R. Marcy works for Unity Financial Planning Group
What is Wade R. Marcy's role at the current company?
Wade R. Marcy's current role is President and CCO, Chief Financial Planner, Managing Partner.
What is Wade R. Marcy's email address?
Wade R. Marcy's email address is wa****@****ent.com
What schools did Wade R. Marcy attend?
Wade R. Marcy attended Georgia College & State University, North Cobb High School.
What are some of Wade R. Marcy's interests?
Wade R. Marcy has interest in Social Services, Sports, Children, Sigma Alpha Epsilon Fraternityoutdoors.
What skills is Wade R. Marcy known for?
Wade R. Marcy has skills like Leadership, Microsoft Office, Time Management, Social Networking, Management, Critical Thinking, Microsoft Word, Facebook, Customer Service, Social Media, Marketing, Positive Personality.
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