A Certified Financial Planner™ professional and Certified Investment Management Analyst®, Marc has more than 20 years of experience in providing financial and wealth management guidance and services.
His mission is to help clients accomplish their financial goals and maintain their financial independence. His areas of expertise include financial planning, concentrated stock strategies and liability management. He also is responsible for the research and selection of exchange traded funds (ETFs) and mutual funds for the team.
Earlier in his career, Marc worked at Merrill Lynch for 14 years. Prior to that, Marc spent 10 years at United Parcel Service (UPS) as a full-time supervisor in Louisville. He earned bachelor’s degrees in political science and accounting from the University of Louisville and a Master of Business Administration from Indiana University.
A native of Louisville, today he lives just outside the city in Prospect, Kentucky. In his free time, he enjoys running, biking, swimming, skiing and participating in marathons and triathlons. Marc recently competed in the World Triathlon Championships in Belfort, France as a member of Team USA in 2013. Marc also completed the Louisville Ironman competition in 2010 and 2015.
Raymond James is not affiliated with any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.