Liz Marr
About Liz Marr
Liz Marr is the Client Relations Manager at Coastal Financial Planning Group and Advanced Planning and Brokerage Internal Support at MassMutual Financial Group, specializing in wealth allocation and distribution strategies for retirees.
Title
Liz Marr currently holds the title of Advanced Planning and Brokerage Internal Support. She plays a significant role in client relations management, specifically focusing on advanced planning and brokerage support.
Company
Liz Marr is currently employed at Coastal Financial Planning Group and MassMutual Financial Group. At Coastal Financial Planning Group, she serves as the Client Relations Manager, providing support and financial advice at their office located at 78 Ashley Point Drive, Suite 201. She has been with Coastal Financial Planning Group since July 2015.
Education and Expertise
Liz Marr completed her BS in Business Administration at Clemson University from 1981 to 1985. Her expertise lies in wealth allocation and distribution strategies for retirees. She is skilled in overseeing the financial concerns of retirees, ensuring they have sound plans for their future.
Background
Liz Marr has extensive experience in the financial sector. She worked at MetLife as Manager Total Control Account from 1985 to 2001 for a period of 16 years. She then moved to MassMutual South Carolina, serving as Recruiting Director from 2007 to 2014. Since joining Coastal Financial Planning Group in July 2015, she has concentrated on client relations and advanced planning.
Involvement with 'Money Matters' Radio Show
As part of her role at Coastal Financial Planning Group, Liz Marr is involved in promoting the 'Money Matters' radio show hosted by CEO Rick Durkee. The show airs on Newsradio 94.3 WSC and covers various financial topics relevant to retirees and those planning their financial futures.