Marie Villard
Login to view DISC.Marie Villard is a Partner, Chief Operating Officer, and Chief Compliance Officer at Financial Synergies Wealth Advisors, recently elevated to partner in a major succession plan. With over a decade at the firm, she leads operational efficiency and regulatory compliance. People who have worked with her describe her as professional, responsive, and dependable.
Outside of her core responsibilities, Marie is a dedicated networker who actively helps friends, colleagues, and fellow alumni advance their careers in the financial industry. She is passionate about connecting people with opportunities and supporting talent, particularly those from her alma mater, Stetson University.
She has been described by colleagues as “the heart,” “the soul,” and “the glue” of her team.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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