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Marcus V

Series 65

Ville Platte, LA

Simplicity wealth

Marcus Veillon is a Series 65-licensed advisor at Simplicity Wealth with six years of industry experience. He previously worked at AE Wealth Management LLC for five years and is involved with Mossy Oak Properties of Louisiana and Capital Planning Associates. In addition to his advisory role, he holds life and health insurance licenses and sells life insurance and annuity products. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, institutional investors, and other financial firms. The firm offers a range of advisory services using a fund-of-funds approach, model portfolios, independent managers, and technology solutions for advisers, including a managed account platform.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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