Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Marvin joined Merrill Lynch in 2008, having been a Merrill 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 Lynch 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
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
Director, Retirement Plan Manager
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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.