Marc Becker

Marc Becker

Managing Partner

Marc received his Bachelor of Arts in Psychology from Guilford College (1989). Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies (2012). In addition, he is licensed as an independent insurance agent (2000-present). During his financial career, Marc has been a Registered Securities Representative as follows: Aura Financial Services (2001-2003); Jefferson Pilot Securities (2003-2006); Triad Advisors, LLC. (2006-2019); currently M.S. Howells & Co. (August 2019-present). Managing Member, Chief Executive Officer (CEO), Wiser Financial Coaching, LLC (The Firm); Investment Advisory Representative, Wiser Financial Coaching, LLC. (2007-present). The entities referenced above are separate and not related to M.S. Howells & Co., a broker/dealer.

 

 

 

Phone (919) 477-3355
Fax (919) 477-3366