Marc Sloter, CFP®


Marc began his career in the financial services industry as a bank trust officer in 1992. After more than a decade of gathering experience and serving high net worth clients in the banking world, he turned his focus towards working more closely with clients as a financial advisor. He is a big believer that all clients, regardless of wealth, deserve an opportunity to receive professional financial advice. Recognizing the importance of continuing education, in addition to earning his MBA from the University of North Texas in 1998, Marc became a CERTIFIED FINANCIAL PLANNER™ certificant in 2012.

Native Texans and long-time residents of Fort Worth, both Marc and his wife, Jude, are raising their three children in Fort Worth. Somehow, in between watching his kids participate in dance, athletics and drama, he finds time to serve on the boards and committees of various non-profit organizations in the Fort Worth area.

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