Jeff Marcon
Owner at Vision Wealth Management LLC | Kenner, Louisiana, United States
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Jeff Marcon is a seasoned financial professional and the Owner of Vision Wealth Management LLC, where he leverages his extensive expertise in financial planning and advisory services to empower individuals and businesses in achieving their financial aspirations. In partnership with Cambridge Investment Research, Jeff specializes in crafting customized financial and retirement plans that are tailored to meet the unique needs, wants, and goals of his clients. His approach is deeply client-centric; he prioritizes understanding what matters most to his clients, ensuring that their financial strategies align with their personal values and long-term objectives.
At Vision Wealth Management, Jeff is actively involved in key projects that focus on retirement income planning, estate planning, and long-term care insurance solutions. His proficiency in Roth IRA strategies and investment management allows him to guide clients through the complexities of wealth accumulation and preservation. By utilizing strategic planning techniques, he helps clients navigate market fluctuations and prepare for a secure financial future.
Jeff's commitment to education and transparency sets him apart in the financial advisory landscape. He believes that informed clients are empowered clients, and he dedicates time to demystifying financial concepts, ensuring that his clients feel confident in their financial decisions. With a strong foundation in marketing and client relationship management, Jeff continues to expand his reach, helping more individuals and families build a legacy that lasts for generations. Through Vision Wealth Management, he is not just a financial advisor; he is a trusted partner in his clients' journeys toward financial independence and peace of mind.
Owner at Vision Wealth Management LLC in March 2021 to Present
Financial Advisor at Edward Jones Investments in May 2010 to February 2021
401k Sales Representative at Paychex in January 2001 to January 2008
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Planning
Financial Advisory
Sales
Management
Retirement Planning
Finance
401k
Retirement
Mutual Funds
401k Rollovers
Investments
Life Insurance
Retirement Income
IRAs
Roth IRA
Long Term Care Insurance
Stocks
Stock Market
Asset Allocation
Asset Management
Strategic Financial Planning
Financial Strategy
Customer Service
Strategic Planning
Team Building
Leadership
Portfolio Management
Marketing
Disability Insurance
Insurance
Estate Planning
Financial Planning
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What is Jeff Marcon email address?
Email Jeff Marcon at [email protected]. This email is the most updated Jeff Marcon email found in 2026.
What is Jeff Marcon phone number?
Jeff Marcon phone number is +13025212186 and +13025218608.
How to contact Jeff Marcon?
To contact Jeff Marcon send an email to [email protected]. If you want to call Jeff Marcon try calling on +13025212186 and +13025218608. (updated on October 24, 2024)
What is Jeff Marcon net worth?
Jeff Marcon has an estimated net worth of $750,000 to $999,999
What company does Jeff Marcon work for?
Jeff Marcon works for Vision Wealth Management LLC
What is Jeff Marcon's role at Vision Wealth Management LLC?
Jeff Marcon is Owner
Jeff Marcon Email Addresses
Jeff Marcon Phone Numbers
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