Marion Wealth Management

Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.

Michael Marion is a CFP® with 35 years of experience in the financial industry. He is the managing partner of Marion Wealth Management and WealthPointe Financial LLC, and has held roles at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a licensed independent insurance agent specializing in non-variable insurance products. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical strategies and integrates third-party implementation platforms to manage tailored investment solutions across various risk profiles.

Jeffrey Lott is a financial advisor with Marion Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a partner and owner of WealthPointe Financial LLC, a non-investment related business, and works as an independent insurance agent for non-variable insurance products. Marion Wealth Management serves individual clients, pension plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches and integrates third-party implementation through an Order Management System to manage held-away accounts and model portfolios across various risk profiles.

Erin Britton is a financial advisor at Marion Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.

Gabriella Lo Tito is a financial advisor at Marion Wealth Management in Monroeville, PA, holding a Series 65 designation. She has worked in the financial services industry since 2022, including a prior role at JW Synder LLC. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and specialized services such as donor-advised fund management and 529 plan advice. The firm employs a range of analytical strategies and integrates third-party platforms to manage held-away accounts and deliver tailored investment solutions across various risk profiles.