Marian White, CFP®, MBA

Marian B. White, is a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President of LEXCO Wealth Management, Inc. She is a former Vice President of U.S. Trust Company of New York, and has been in the financial arena for over 25 years. Ms. White specializes in helping doctors, executives and retirees gain control of their financial lives.

A graduate of Wellesley College, Ms. White holds her MA and MBA from the University of Chicago. She served four years as elected Trustee for the Village of Larchmont and acted as liaison to nine Village committees. Ms. White is past President of the Rotary Club of Larchmont and enjoys being active in her local community.

Well known for her seminars on financial strategies, she has spoken before the Medical Society of the State of New York, the New York State Banking Association, the New York City Estate Planning Council, the American Society of Appraisers and many other professional, service and community groups. The Securities and Exchange Commission invited her to participate in a Town Meeting with then-chairman Arthur Levitt.

In 1992, Ms. White was selected by the National Center for Women and Retirement Research to be one of only forty representatives nationwide. The non-profit organization was founded by Dr. Christopher Hayes and created a nationally known network, which, through seminars and self- help programs, educated women and men during the 1990's on how to become financially independent.

"I educate busy professionals on how to make informed financial decisions, helping to give them better lives now and better choices in the future."

Quarterly Economic Update for Q3 2012

Quarterly Economic Update for Q2 2012

Quarterly Economic Update for Q1 2012

Quarterly Economic Update for Q4 2011

Quarterly Economic Update for Q2 2011

Quarterly Economic Update for Q1 2011

Tax Essentials 2011

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2010 Annual Economic Update

Risk Assessment Questionnaire

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