Marc Ackerman, Private Wealth Financial Advisor, has dedicated more than 20 years to delivering independent financial advice to clients. Marc believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. He is passionate about helping others and enjoys knowing his clients are prepared for critical financial events in their lives. Additionally, Marc helps families integrate their unique values into their wealth plans and focuses on philanthropic planning and environmental, social and governance (ESG) investing. Marc focuses on advising company founders, entrepreneurs, executives, corporations, foundations, and multi-generational ultra-high-net-worth families. He is part of Wells Fargo Advisors Retirement Plan Advisor Program, which is reserved specifically for advisors who have demonstrated extensive experience in helping businesses design, build, administer, and review corporate retirement plans. Prior to joining Wells Fargo Advisors, he 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 schools Department of Economics Board of Advisors. Marc serves on the Board of Directors of the Los Angeles Fire Department Foundation, the Gospel Music Association Foundation and of Hope Heals. Marc regularly speaks about investment planning and stewardship at churches, conferences, and universities. This information is intended for use by residents of AZ, CA, CO, DC, DE, FL, GA, ID, IL, MA, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY only. CA Insurance Producer License # 0D15273. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 