Marcia L. Turner, CDMM, CSA

Marcia L. Turner has been providing daily money management services since 1997, first in Connecticut and, since January 2020, to individuals, small businesses and nonprofits in Lake County, Florida. Before becoming a daily money manager, she was employed in banking for over 20 years, where her focus was branch management and special project management.

Marcia served as president of the American Association of Daily Money Managers (AADMM) and sat on its Board of Directors. The association has over 800 members nationwide and a respected certification program for daily money managers. Marcia was one of the first in the country to sit for the exam and is a Certified Daily Money Manager.

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

Marcia strives to provide a safe but hands-on approach for every client, and frequent contact with clients is the norm. Her experience includes working with nonprofit organizations such as Literacy Volunteers of Greater New Haven and Branford Compassion Club, as well as churches, synagogues and local groups. Working with small nonprofits is one way she gives back to the community. She has worked, and continues to work, with small businesses, professional offices and residential communities.