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Marcia F. Person
Marcia F. Person
First Vice President - Wealth Management
Senior Investment Management Specialist
Financial Planning Specialist
6735 Crosswinds Drive North
Saint Petersburg, FL 33710
tel: 727-381-1234
toll free: 800-237-2898
fax: 727-343-8203
Email Me
Welcome Associations Experience Honors Services Education
Welcome

MY MISSION

As my valued client, your interests are my first priority. My responsibility to you goes far beyond investing - it is my obligation to help you create and protect your financial legacy. Immersed in all phases of your financial life, your unique personal circumstances will be carefully considered before investment recommendations are made. Maintaining a meaningful relationship that grows over time and providing high quality personalized service are the cornerstones of my business.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Florida Council on Economic Education
    Board of Advisors - Member
    Tampa, FL
  • Rotary Club of St. Petersburg Suncoast
    Member
    President 2009 / 2010
  • Women and Company
    Organization for Female Professionals
Business Experience
  • 1994 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Investment Management Specialist
    Financial Planning Specialist
    St. Petersburg, FL
  • Guided Portfolio Management Branch Coordinator
    St. Petersburg, FL Branch
Honors and Recognitions
  • Blue Chip Council
  • Century Council
  • 15 Year Dedicated and Loyal Service Award
Services
  • Financial Planning
  • Asset Management
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Municipal Bonds
  • Cash Management
  • Women and Company®
  • Planning for Special Needs Individuals
  • Exchange Traded Funds
Education and Licensing
  • BA, 1976
    Immaculate Heart College
    Los Angeles, CA
  • Financial Planning Specialist, 2004
  • Guided Portfolio Management Certification, 1995
  • Florida Life, Health & Annuity Insurance Licensed, 1995
  • Series 7 - General Securities Representative, 1994
  • Series 63 - Uniform State Exam, 1994
  • Series 65 - Investment Advisory Agent, 1994
  • Senior Investment Management Specialist Designation, 2008
Bulletin Board
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Marcia F. Person is licensed in the following state(s): AR, CA, CO, FL, GA, MA, ME, MN, NC, NJ, NV, NY, PA, RI, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

On the Markets (pdf)

Monday Morning Musings (pdf)

Equity Market Weekly (pdf)
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Morgan Stanley Smith Barney
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