Marc T. Coleman is the newest member of the team of Park Square Financial Advisors of Raymond James as a Registered Client Service Associate. Marc officially joined the team on March 2, 2020. He relocated to Berkshire County, MA, from his hometown of Camden, NJ. He has worked in the financial service industry his entire career.
Marc is a graduate of the Martin J. Whitman School of Management at Syracuse University with finance and supply chain management degrees. In addition to the Series 7 Securities license, Marc holds the Series 6, 63, and 65 licenses and is a licensed Life, Accident, and Health agent. While at Syracuse, Marc was a member of the varsity football team and was selected to the BIG EAST All-Academic Team and was a member of the fall Athletic Director's Honor Roll.
He is a CFP® candidate and takes his exam in March 2022. A CERTIFIED FINANCIAL PLANNER™ (CFP®) helps individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes. Marc is also the treasurer of the Berkshire County Chapter of the NAACP.
In his free time, he enjoys hiking, reading, and watching football. His favorite quote is by Kenneth Chenault, one of the first African Americans to become a chief executive officer (CEO) of a Fortune 500 firm, American Express, "Many people don't focus enough on execution. If you commit to getting something done, you need to follow through on that commitment."
Marc's professional experience and organizational skills will primarily assist with our client service needs. He can be reached at email@example.com as well as on our business phone number, 413-236-5612.
Raymond James is not affiliated with the above organizations and/or charitable causes.