Marci Wallace is a financial professional based in

Dallas/Fort Worth, Texas metro area. She spent the first 10

years of her financial career with Edward Jones and,

overseas, with the Kuwait Holding Company. Over the last

15 years, she has been a successful entrepreneur. She has

owned and operated coffee shops, built a retail liquor

business into a $20 million a year operation, and started

and sold a 6-figure Amazon retail business during the

COVID-19 pandemic. Marcella's top priorities are her faith,

family, and building strong relationships. She is married to

her best friend and business partner, Andre, and has two

bonus children, Joe and Sophia.

Marci’s ”drug of choice” is people. She is committed to

helping clients prepare for the next step in life by offering a

total financial needs analysis using a network of

experienced professionals. She offers services in

retirement planning, estate strategies, employee benefits,

business continuation, and trust services. She helps clients

identify financial goals and concerns, illustrates progress

towards these goals, and offers solutions to fill any gaps.

Committed to building long-term relationships and

becoming a lifetime resource for each client by providing

comprehensive financial strategies and personalized

product and service recommendations.

 

Education

Western Oregon University 1996-2000

Hobbies

Travel Adventures
True Crime Junkie
Cocktail Hunting
Memorable Meals: Golfing Shenanigans: Pickleball Beginner

Affiliations & Memberships

Flower Mound Chamber of Commerce
Flower Mound Women in Business

Community Involvement

Valley Creek