Throughout his eight-year tenure with Raymond James, Marcus has been helping his clients achieve their financial goals through smart planning and a purposeful approach.
Marcus’ core belief is that integrity and trust form the foundation of every great client partnership. He always puts his clients’ interests first, and is passionate about delivering an exceptional client experience.
As a CERTIFIED FINANCIAL PLANNER™, Marcus has studied many financial topics including investments, risk management, income taxation, estate planning, retirement planning, and behavioral finance. He uses this knowledge to provide customized, comprehensive strategies designed to achieve his clients’ financial goals so that they can focus on the most important things in life.
Before becoming an advisor in 2020, Marcus was a senior registered client service associate with Raymond James branch in Paramus, New Jersey. He also supported the Northern New Jersey Complex in efforts to recruit experienced financial advisors and train new advisors and associates.
Marcus graduated summa cum laude from the University of Scranton with a Bachelor of Science in Finance and holds his Series 7, 9, 10 and 66, as well as NJ Health and Life Insurance licenses. He received his CFP® certification through the College for Financial Planning in 2022.
Originally, from Randolph, New Jersey, he currently resides in Morristown with his wife, Tara, and son, Thomas. In his free time, Marcus enjoys cooking, gardening, golfing and spending time with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.