Marla Mulligan is the Office Manager of the San Rafael office.
Marla is responsible for keeping everything in the office running smoothly. In addition to assisting with operational processes, she handles a wide variety of requests from everyone on the team and ensures advisors have everything they need to focus on their clients.
She has been with the firm since 2001 and has served in both Client Service and Executive Assistant roles. Her background is in customer service and training in the financial services industry, and she applies her experience in helping onboard new employees to the firm.
In her spare time, Marla enjoys water aerobics, going to the movies, and heading to the beach with a good book. Most importantly, she treasures time with her friends and family.
- Office Manager at Private Ocean Wealth Management
Education & Credentials
- AA, Nations Business College, Legal Secretary
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.