Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Marvin joined Merrill in 2008, having been a Merrill Lynch Wealth Management client for over 20 years. Along with a select team of qualified advisors and specialists, he offers customized strategies and advice to help clients achieve their financial goals. Marvin has been in the financial services industry in excess of 35 years, having held senior level positions with both privately and publicly held investment management and insurance companies. He has directed and/or originated in excess of $3.5 billion in structured finance, working capital and acquisition transactions for a wide variety of operating businesses.
Marvin serves on the management boards of various civic and charitable organizations and has professionally related experiences, including prior memberships in key national and local trade associations. He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration/Finance. He has earned the designations of Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor SM (CRPC®). Marvin holds both Series 7 and Series 66 FINRA registrations. He is married, an active member of Covenant Church in Colleyville, TX and resides in Coppell,TX.
The primary objective of Marvin's career at Merrill is to help clients make wise financial decisions, emphasizing financial education and goal focus. His investment management and capital markets experience enables him to help address the needs of families, executives ,retirees and businesses. His process utilizes a client service model emphasizing effective communication,planning,goal tracking and guidance. Among our services:
Wealth Management Planning and Retirement Strategies
Investment Management and Asset Allocation
Insurance Assessment and Coordination
Home,Personal and Business Financing
Business Employee Retirement Plans
Marvin follows the deep-seated Merrill tradition of participating in the communities we serve. Community involvement is an integral part of how we interact with clients and communities. This drives his interest in spending time volunteering with organizations in our communities.
West Virginia University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.