Marie David, CFP®

Marie is a Senior Associate in the Towson, Maryland office. Her focus is on helping affluent clients achieve their financial objectives through a combination of wealth planning and strategic investing.

Prior to joining Cerity Partners, Marie served as the Director of Client Communications at Maryland Capital Management (“MCM”). In her role, she was responsible for the firm’s marketing and communications strategy in addition to portfolio management and client service activities.  Before her time at MCM, she worked as a Registered Client Associate at RBC Wealth Management. She also previously worked as a Relationship Specialist at Charles Schwab.

Marie loves to travel and enjoys spending time with her friends, family and Goldendoodle, Daphne.