Marian Schaffer

Marian Schaffer

Financial Consultant

Followers of Marian Schaffer491 followers
location of Marian SchafferBluffton, South Carolina, United States

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  • Timeline

  • About me

    Founder at Southeast Discovery

  • Education

    • Illinois State University

      1982 - 1986
      BA Speech Communications, Minor in Business and French

      Activities and Societies: Tri Delta Studied Speech Communication with a minor in Business and French. Was a member of Tri Delta Sorority where I held the position of Reference Chairman for Rush.

    • Illinois State University

      1982 - 1986
      Bachelor of Science (BS) Speech Communications

      Activities and Societies: Tri Delta Sorority Studied Speech Communication with a Minor in both Business and French Studies

  • Experience

    • A.G. Edwards

      Jan 1989 - Jan 1997
      Financial Consultant

      Marian Schaffer has a background in financial and retirement planning. She began her career as a financial consultant in the securities industry in 1986. Shortly thereafter, she became a VP of Investments at AG Edwards, now part of Wells Fargo Advisors. Marian worked with clients, helping them to achieve their financial goals of retirement planning, college saving, wealth building, succession planning and estate planning. In 1997, Marian 'retired’ to stay home full time with her two young sons, giving her clientele to her colleague and brother who continued to grow the business. He has been named every year since 2009 on the list of Barron’s Top 1000 Financial Consultants in the United States. Through personal endeavors in real estate in the Southeast, Marian quickly realized there was not a centralized consulting firm that guided and advised clients in an unbiased manner - who were looking to relocate to the Southeast region for retirement or purchase a second home. She formed The Schaffer Realty Group, now Southeast Discovery - and as a result, Marian Schaffer and her team have helped many simplify and streamline the search process - to successfully find the right area and property for them. Southeast Discovery can offer a low to a very high touch approach - depending on the client's needs. There is no direct fee for prospective real estate buyers. Southeast Discovery is paid a referral fee, always from the developer or selling side of the transaction. And in many cases, real estate buyers save money on their real estate purchase due to Marian Schaffer's counsel and guidance when they make an offer and go to contract. Show less

    • A.G. Edwards now Wells Fargo Advisors

      May 1989 - Nov 1997
      V.P. Investments

      Marian Schaffer spent 11 years in the financial securities markets, 8 of those years at AG Edwards, now part of Wells Fargo Advisors in Lake Forest, Illinois. During her career, Marian went from Financial Consultant to VP of Investments as she managed upwards of $75 million on behalf of her clients. Marian's focus for her clients involved wealth building, retirement planning, college funding and estate planning.

    • Schaffer Realty Group

      Jan 2004 - now
      Founder and Managing Broker

      Marian has spent the past 14 years researching, visiting evaluating developments and key areas for relocation throughout the Southeast. Thru these endeavors, she has built a strong foundation of knowledge on the Southeastern real estate markets as well as solid relationships with many developers and real estate professionals in the region. Today, The Schaffer Realty Group and Southeast Discovery has become highly regarded by both developers and buyers alike as a reliable and knowledgeable resource in today’s marketplace. Marian Schaffer and her team have a process in place that works - saving buyers a tremendous amount of time in their search process, not to mention giving buyers the tools and contacts they need to make an informed decision that's right for them. Show less

    • Southeast Discovery

      Sept 2009 - now

      Southeast Discovery works with real estate buyers who find the site, that are living in various areas throughout the U.S. and overseas. We provide real estate lookers value driven, unbiased and thorough data on developers of master planned communities as well as area information on key locations in the Southeast, popular among migrating retirees. We want them to make a wise choice on where they choose to purchase their retirement or second home. Southeast Discovery was launched September 2009 as an extension of Schaffer Realty Group. Through our firm's efforts and the network of real estate professionals we've put together over the years, we have developed a network of knowledge, customer service and integrity ready to help the actively looking buyer who is focused on the Southeast real estate markets of FL, GA, NC, SC and TN. Show less

      • Founder

        Jan 2004 - now
      • Principal and Founder

        Jan 2004 - now
      • Principal & Founder

        Sept 2009 - Sept 2017
  • Licenses & Certifications

    • South Carolina Broker Real Estate License

      Oct 2016
    • Illinois Managing Brokers Real Estate License

      Jun 2004