Marcia L Turner
I have been providing daily money management services in the shoreline and New Haven areas of Connecticut since 1997. Beginning in January of 2020, these services are being offered to individuals, small businesses and nonprofits in Lake County Florida.
I strive to provide a “hands on approach” to all clients. Frequent interactions of my team with regular meetings, emails and phone calls are the norm. Experience includes working with nonprofit organizations such as Leesburg Humane Society, Inc. The American Legion, Literacy Volunteers of Greater New Haven and Branford Compassion Club, as well as area churches, synagogues and local groups. Your Everyday Assistants, LLC has worked and continues to work with small businesses, professional offices and residential communities.
I served as president of the American Association of Daily Money Managers as well as sitting on their Board of Directors. I am happy to say, I was one of the first in the country to sit for their exam and am now considered a certified daily money manager. I am also a Certified Senior Advisor (CSA).® The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded after passing a rigorous exam and adhering to the highest ethical standards.
Work History
1996– present
Owner—Your Everyday Assistants, LLC (YEA, LLC)
Daily money management services are provided to individuals and small businesses/nonprofits the New Haven/Connecticut Shoreline and most recently Lake County Florida.
7/2014 to 5/2017
Comfort Keepers of Guilford
Sales & Marketing and Client Care Coordinator
1997-2013
The Home Shopper, LLC
Customer Service and Operations Manager
1974—1996
Fleet Bank/Connecticut Bank & Trust, Connecticut
Predecessor of Bank of America
I held multiple positions and assignments over the 22 years of service; From 1982-1996 positions were held as branch manager with emphasis on new customer growth, customer service, customer retention.
Education
Daily Money Management Certification 2005-2026
Certified Senior Advisor— 2007 - 2025
Quinnipiac University—Associate of Science—Accounting 1998
Prior work with: 142nd Medical Company– FRG; Brookmeade Condominium Association; Totoket Historical Society; No Branford Congregational Church; ANGELS Foundation
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