Legacy and Wealth Planning
Marcia E. Urban
Marcia is a director of Legacy and Wealth Planning based out of the Minneapolis office. In this role, she assists in the coordination of wealth transfer planning services and investment and tax planning for individual clients and their business entities. Marcia has been in the financial services industry for over 30 years.
Prior to Abbot Downing, Marcia was the director of Fiduciary Services for Wells Fargo Family Wealth. Before joining Wells Fargo in 2002, she worked with the personal financial planning group for two large accounting firms and a family office in New York City. Additionally, Marcia is an adjunct instructor for master of business taxation candidates at the University of Minnesota’s Carlson School of Business.
Marcia earned her law degree from Hamline University School of Law and a masters of law degree in taxation from Temple University School of Law. She received a bachelor’s degree in secondary education from the University of New Mexico as well as an associate’s degree and a bachelor’s degree (magna cum laude) in mathematics from Stephens College.
Marcia is a member of the American, Minnesota, and North Dakota Bar Associations and the Minneapolis Estate Planning Council.