Branch Manager
Marc A. Sweda Investment Adviser Representative marc.sweda@woodburyfinancial.com www.myrealwealthadvisor.com/marcsweda
Marc entered the financial services industry in 1999 with Fortis Investors; Fortis became Woodbury Financial Services in 2001. With over 10 years of experience, Marc has become a skilled and imaginative manager and advisor with both his representatives and his clients. He has a Bachelor of Science in Business and Marketing from Ferris State University, MI. Marc is an avid golfer and enjoys traveling and family time with his wife Amber and son Blake. Marc's Perspective Having our territory recognized by Woodbury as the "Top Branch" for the third year in a row speaks volumes to all of us. The group's dedication to business and clients is second to none. The award is a reflection of our focused efforts and a can-do attitude. The territory has led the channel in GDC for the past three years and has excelled to the top with mutual fund sales since 2004. We pride ourselves in creating an environment in which each representative can develop as a professional and as a person. We have a relaxed, open-door policy that extends to everything we do. Ongoing training helps our reps differentiate themselves from the competition. The office atmosphere is very important to us. Although we are independent agents, the office give us the opportunity to share investment ideas and strategies with colleagues and get immediate feedback. If you're looking for a professional in a particular market, we have the resources you need. Our people share their knowledge and look forward to partnering with you. Reps who join our practice are amazed at the amount of training we offer. Once you're on board, we'll coach you so you can maximize your potential and live the lifestyle you desire. Our training opportunities include sales meetings, wholesaler presentations, conference calls, and plenty of interactions with clients through client appreciation events. The latter translates into qualified referrals and new business opportunities
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