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Marcie F

Series 66, Series 65

Fallston, MD

Monarch Financial, LLC

Marcie Flynn is a financial advisor with Monarch Financial, LLC in Fallston, MD. She holds Series 65 and Series 66 designations and has six years of industry experience, including three years at Morgan Stanley Smith Barney LLC. Monarch Financial LLC offers wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily constructs portfolios using ETFs, mutual funds, individual stocks, and bonds, following a long-term approach that incorporates both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General retirement planning College savings (529s, UTMA, etc.)
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