(805) 690-1290
mburton@
partnervest.com
MARCY BURTON
MANAGING PARTNER
Marcy began her 30-year career in Texas with Merrill Lynch in the late ’80s as an oil analyst and financial consultant after a four-year work assignment in the Middle East and Africa.
In a world of complexity and uncertainty, the one constant must be an advisor’s unwavering commitment to go far beyond traditional investment management in helping families make solid financial decisions for generations to come. Working with Marcy and the entire Partnervest Advisory Group team, you can expect a collaborative family office approach, including a heightened sense of responsibility and complete openness.
Marcy strives to form long-term legacy relationships, based on integrity and results.
Marcy has deep roots in Santa Barbara, California, she and her husband Gary share a love for the outdoors and their community. Marcy is an avid gardener and shares a passion for pickleball, golf and tennis. Marcy served as board member for Sarah House, a social hospice, the Eucalyptus Hill Improvement Association and is a member of the Women’s Fund.
Marcy holds a bachelor’s degree in business and psychology from Texas A&M University and earned her master’s degree from University of Texas.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21