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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
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.
English
West Virginia University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
NMLS #536196
Wealth Strategies Advisor
Bank of America, N.A.
Retirement Specialist
Bank of America, N.A.
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The Power of the Right Advisor®
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