Marnie Nebeker, FPQP™

Client Service Manager, Muldoon Team; Carter Financial Management

Professional

Marnie has more than 15 years of experience in financial services, including working for Raymond James Financial Services in Idaho prior to moving to Dallas. Marnie initiates all account paperwork and manages all aspects of money movement for Kathy Muldoon’s team. She understands the complexities and distinct needs of the client and is the go-to person for client account needs. She helps to ensure clients have smooth transitions to CFM while providing superior customer service through her dedication and commitment to excellence.

Awards

In 2015, Marnie received the Raymond James Outstanding Branch Professional Award1 for her exemplary work with clients, colleagues and others in the community.

Education

Marnie graduated from Rick’s College, now known as BYU-I; with an Associate Degree in Accounting. She obtained the Financial Paraplanner Qualified Professional™ designation in 2012.

Personal

Marnie lives in Allen and enjoys reading, biking and spending time with friends and family.