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Marie O'Keefe

Financial Advisor, CFP®

Marie O'Keefe is a seasoned Financial Advisor with a strong educational background and a commitment to helping clients achieve their financial goals.

She holds a bachelor's degree in Business Marketing from North Georgia College and State University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Marie believes in the importance of careful financial planning and personalized strategies tailored to each client's specific needs and aspirations.

Her diverse professional experience includes roles in corporate hospitality management, catering, premium services, and location management.

Currently serving as a Financial Advisor at Northwestern Mutual, Marie leverages her skills and expertise to guide clients towards financial success.

With a foundation in marketing and political science, along with additional studies in international business, Marie brings a well-rounded perspective to her financial advisory role.

She emphasizes the significance of teamwork and collaboration in financial planning, ensuring that clients feel supported and empowered throughout their financial journey.

Marie O'Keefe
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Location

Jacksonville, Florida