Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

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™ CRPC™. Marvin holds both Series 7 and Series 66 FINRA registrations. He is married, an active member of Covenant Church in Carrollton, 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


Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Financing ,banking, credit and lending services are provided through Bank of America, N.A. (NMLS#535888)

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.

  • LANGUAGES

    English

  • EDUCATION

    West Virginia University

Professional Staff

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.

Additional Resources

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.

Lisa C. Gratz

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #536196

Daniel Scalley

Wealth Strategies Advisor

Bank of America, N.A.

Jocelyn T Smith

Retirement Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill financial advisor, Marvin offers advice and guidance based on your goals and priorities– for yourself, your family, and your business. He believes that his wealth management philosophy is different, because he places the investor at the center of his focus not the market. Using an understanding of your life as a foundation, he will recommend appropriate financial, retirement and funding strategies designed to help you pursue your goals, assist you as you track progress towards them and work with you to adjust your strategy over time as needed. When you succeed, he succeeds.

Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. I take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, I can work with you to build your own personalized financial strategy.

Approach

An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.

Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Offering you the investment insights of Merrill and access to the credit, lending and banking convenience of Bank of America allows us to help you devise potential strategies designed to grow, preserve and distribute your wealth. We’ll work to exceed your expectations through a proactive approach to communication, attention to personalized service and a commitment to continuing financial education.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.