Dana MarcusInvestment Executive
Phone: 352.473.6259 Prior to serving as a trust officer and investments executive with Capital City Trust Company and Capital City Banc Investments, Dana spent 32 years specializing in residential and commercial real estate, estate planning and estate administration while practicing law in Great Barrington, Mass. Today, Dana is committed to your financial success and offers a wide range of wealth-building and management strategies designed to help you achieve your goals. Employing a personalized approach and expert guidance, Dana will help you develop the plan that’s right for you. Dana is a registered representative of INVEST Financial Corporation. He holds a bachelor’s degree in business administration from Boston University and his Juris Doctor from Suffolk University in Boston. He is a member of the Massachusetts Bar Association. Keystone Heights Office Starke Office  About Us
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INVEST Financial Corporation(INVEST), member FINRA, SIPC, a registered broker dealer is not affilitated with Capital City Banc Investments and Capital City Bank. Securities and insurance products are offered through INVEST and affiliated insurance agencies and are: NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE Important Consumer Information: 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. |
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