Marcia L. Turner has been providing daily money management services in Connecticut since 1997. Beginning in January of 2020, these services will be offered to individuals, small businesses and nonprofits in Lake County Florida. Prior to becoming a DMM she was employed in banking for over 20 years. While in banking her primary focus was in branch management and special project management.

    Marcia served as president of the American Association of Daily Money Managers and as well as sitting on their Board of Directors. This association has over 800 members nationwide and a respected certification program for daily money managers. Marcia was one of the first in the country to sit for this exam and is now considered a certified daily money manager.

    Marcia is also a Certified Senior Advisor (CSA).® The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded after passing a rigorous exam and adhering to the highest ethical standards.

    Marcia strives to provide a safe but “hands on approach” to all clients. Frequent interaction of the team with clients is the norm. Her experience also includes working with nonprofit organizations such as Literacy Volunteers of Greater New Haven and Branford Compassion Club, as well as area churches, synagogues and local groups. Working with small nonprofit organizations allows us to give back to our communities. She has worked and continues to work with small businesses, professional offices and residential communities.

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