The Warner Companies
Kelly Marcus has had a diverse work experience. Kelly began their career in 1995 as a Sales Manager at American Fidelity, where they worked until 2005. From there, they joined Northwestern Mutual as an Employee Benefit Specialist for a year. In 2007, they moved on to The Warner Companies, where they held two roles: Senior Vice President and Chief Administrative Officer. And finally, in 2023, they joined Trustmark as a Regional Sales Director.
Kelly Marcus attended Oklahoma State University from 1990 to 1992. Following that, from 1992 to 1994, Kelly Marcus attended the University of Central Oklahoma. No specific degree or field of study was provided for either educational experience.
The Warner Companies
The Warner Companies is one of the nation's leading independent, full-service financial consulting firms serving corporations and individual clients of substantial net worth throughout the United States. We are dedicated to the highest possible level of service. This has provided the foundation of our firm and remains our guiding philosophy today. Our most valuable asset is the trust and confidence of our clients and our goal has always been to exceed their expectations with superior performance and services. Everything we do is guided by this approach. The firm advises clients in every aspect of financial planning and benefits services. Our services involve wealth strategies, and include comprehensive financial, estate, retirement, and investment planning; sports management; executive benefit planning; core employee benefit planning; and, voluntary benefit planning. The Warner Companies is a member of the M Financial Group, a prestigious national network of 140 financial services firms exclusively serving the upscale market. The Warner Companies is a registered investment advisor. The Warner Companies is independently owned and operated.