Wealth Advisor, VP
2801 East Buick Cadillac Blvd
Bloomington, IN 47401
Serving the Bloomington, Indiana Region
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan-a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I'll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we'll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Over 29 years of financial services industry experience
- More than 11 years with Old National Investments
- Bachelor's degree in finance (minor in economics) from Indiana University Kelley School of Business
My interests include being actively involved in the community as a 10+ year Meals on Wheels volunteer and former Board member a Richland Bean Blossom youth sports coach and a regular blood donor through the American Red Cross. I'm also a passionate NFL and IU Sports fan.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Marc today at (812) 349-5995 or Marc.Fishman@onbinvestments.com.
To set up an appointment or for general service and support, Marc's Wealth Sales Assistant, Tracy Wagoner Luttman may be reached at (502) 540-7313 or Tracy.WagonerLuttman@onbinvestments.com.