She specializes in assisting individuals, couples and families in managing generational wealth and installing successful plans that carefully align with her clients’ prescribed goals.
ROWLETT, TX, August 19, 2024 /24-7PressRelease/ — Skyler Marchand has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Skyler Marchand has built an exceptional reputation as a financial advisor with Edward Jones, where she has been making significant contributions since 2019. She specializes in assisting individuals, couples and families in managing generational wealth and installing successful plans that carefully align with her clients’ prescribed goals. Ms. Marchand’s approach to wealth management is both deliberate and personalized, focusing on creating tailored financial plans, sometimes deploying uncommon strategies, to address the unique needs of each client.
Before joining Edward Jones, Ms. Marchand served at Milliman from 1998 to 2018, where she initiated her career as the manager of defined contribution operations before transitioning to the role of retirement plan consultant. During her tenure at Milliman, Ms. Marchand was instrumental in onboarding over 1,000 plans, each with its own retirement strategy, an achievement that stands out as one of her most notable accomplishments and showcased her ability to manage complex projects and deliver results that benefit both her clients and the firm.
Ms. Marchand’s academic accomplishments include a Bachelor of Science in psychology from Tarleton State University, where she graduated summa cum laude in 1997. She has also earned prestigious certifications from the American Society of Pension Professionals and Actuaries, including as the qualified 401(k) administrator, qualified pension consultant and certified pension consultant designations, all of which underscore Ms. Marchand’s expertise in retirement planning and her commitment to providing superior advisory services.
Ms. Marchand attributes her success to hard work and determination, and her commitment to her profession is further demonstrated by her active involvement in industry-related organizations. She is a member of the Rowlett Chamber of Commerce and the American Society of Pension Professionals and Actuaries, and these affiliations reflect her dedication to maintaining currency on industry trends and best practices. Beyond her professional endeavors, she remains committed to giving back to the community and has actively volunteered with Poiema since 2014. Additionally, Ms. Marchand serves on the board of the ASPPA Benefits Council of Dallas.
In her personal life, Ms. Marchand is a devoted mother to one daughter and enjoys traveling, playing tennis and golf, wine tasting and volunteering. She harbors ambitious goals for her future, including achieving top recognition in her industry and being named to the Forbes Most Influential Advisors compilation. Additionally, Ms. Marchand aspires to earn the Certified Financial Planner industry credential.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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