Marianne Bolton

Marianne started her career in financial services in 1993. She understands that wealth means more than just finances, and realizes that everyone’s values, needs, and goals are unique. She brings experience from previous roles at RBC, CSFB, UBS, Dillon Reade, and Dean Witter.

Originally from the NYC area, Marianne resides in Webster, NY and loves animals – especially dogs. As a Mom to four children, she is passionate about encouraging the younger generation to prepare for their financial futures. As a daughter, she is also passionate about helping retirees navigate their financial journey, serving as a source of strength and support through major life events.

Whatever your situation may be, Marianne is easily accessible and will be with you every step of the way. She loves nothing more than fostering financial success and confidence throughout every generation.