Marcia Turner has been providing daily money management services in the shoreline and New Haven area since 1997. Prior to starting Y.E.A., LLC she was employed in banking for over 20 years. While in banking her primary focus was in branch management and special project management.

    Marcia served as president of the American Association of Daily Money Managers and as well as sitting on on their Board of Directors. This association has over 700 members nationwide and recently instituted a certification program for daily money managers. Marcia was one of the first in the country to sit for this exam and is now considered a “Professional Daily Money Manager”.

    Marcia is also a Certified Senior Advisor (CSA).® The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded after passing a rigorous exam and adhering to the highest ethical standards.

    Marcia strives to provide a “hands on approach” to all clients. Frequent interaction of the team with regular meetings, visits and phone calls are the norm. Her experience also includes working with nonprofit organizations such as Literacy Volunteers of Greater New Haven and Branford Compassion Club, as well as area churches, synagogues and local groups. She has worked and continues to work with small businesses, professional offices and residential communities.

  • Enter your email address to receive updates from us.

    Add Your Email