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Our financial advice team

Marcy Smith, Associate Financial Advisor serving the Colchester, VT area - Ameriprise Advisors

Marcy Smith


Associate Financial Advisor

Marblestone Wealth
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education


  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 6, 7, 24, 63, 65
  • Life, Variable Life, and Variable Annuity


  • Master of Science, St. Michael's College
  • Bachelor of Arts, St. Michael's College

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  • Photography
  • Hiking and being outside in nature
  • Spending time with family
  • Kayaking, fishing and biking
  • Reading fiction