Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Marcus joined Merrill with a background as a strategy and operations consultant consisting of over 10 years of federal financial management experience developing financial management policy guidance, oversight, and execution functions. He has cultivated deep project and program management, business case, financial analysis, audit and accounting standards, enterprise architecture and strategic planning skills through his progressive experiences with nonprofits, state and local governments, federal agencies, and fortune 50 corporations. Additionally, he holds the Series 7 and 66 FINRA registrations, as well as his Life and Health Insurance Licenses.
Among the reasons he chose to join the financial services industry is his desire to help others. This passion to help stems from his experience and the financial challenges he has watched friends, families or himself experience in the past. His purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.
Using the broad investing resources of Merrill, Marcus can also assist with strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission he can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
DISCLOSURE: Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Marcus received his Bachelor of Science in Political Science from Bowie State University where he graduated Pi Sigma Alpha, and his Master of Art in Public Administration from Howard University. Marcus resides in Anne Arundel County with his wife Lisa and their 7 year old son. As a former collegiate football player, he credits team sports with shaping his professionalism and in his spare time he can be found paying those lessons forward through participation in youth sports and volunteering with organizations in the local community.
Bowie State University
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ISG Portfolio Strategist
Vice President, Retirement Plan Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.