Marriott Wealth Advisors is an independent financial advisory firm serving clients throughout Arkansas. For over 20 years, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Marriott Wealth Advisors is dedicated to building and preserving the wealth of our clients for their retirement years.
We provide the following services:
Retirement income strategies, Wealth accumulation, Asset protection, Annuities, Life insurance, Tax minimization strategies, Long-term care, IRA and 401(k) rollovers**, Trusts*, Probate*, Charitable giving*, Estate planning*, Tax planning*, IRA legacy planning*
Joseph Marriott is president of Marriott Wealth Advisors. He has over 27 years’ experience in the insurance and annuity industry and earned a Master of Business Administration degree from the University of Iowa.
Joe holds a Series 65 securities license as well as life and health insurance licenses in the states of Arkansas.
To help his clients achieve confident retirements, Joe works with them to develop retirement income and to manage their assets through the market’s ups and downs. Prior to establishing Marriott Wealth Advisors, he was a senior vice president and complex manager for two large Wall Street financial firms.
Outside of the office, Joe is an advocate for the homeless and previously served on an executive committee for a homeless organization in Little Rock. Joe believes in mentoring young people and has coached 22 different athletic teams. Joe has five children and three grandchildren.
Lindsey is a graduate of Arkansas State University with a bachelor’s degree in Business Management and a minor in Marketing. She now focuses on ensuring our clients have a positive experience when working with Marriott Wealth Advisors, Inc.
Lindsey’s primary responsibilities are:
Lindsey and her husband, Ramsey, live in Hot Springs Village with their son. She enjoys playing the guitar, sports, and being outdoors in her spare time.
Karen joined Marriott Wealth Advisors in 2016 after 30 years in retail customer services. Working full-time she focuses on ensuring our clients receive the best customer service. Prior to coming to Marriott Wealth Advisors, Karen spent over 20 years as a regional manager in the communications field in the Hot Springs Village area. Karen loves hunting, fishing, crocheting and taking care of her dogs. Karen arrived in Arkansas in 1990 and resides with her husband Ronny. Between them, they have 4 sons and 7 grandchildren.
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 helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Investment Advisory Services offered through Global Financial Private Capital, LLC. an SEC Registered Investment Advisor Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital. National Producer #239063, Agency Producer #18411714