Born and raised in Ocala, Florida, Marc graduated from Central Florida Community with an AA in Business Administration. He also earned a bachelor’s degree in information sciences from the University of Florida. In addition to the applicable securities licenses, in 2017 he was recognized as one of America’s Top-500 Next Generation Wealth Advisors by Forbes business magazine and one of Forbes Best-in-State Wealth Advisors in 2018.*
Before joining Raymond James in April 2019, Marc was a trusted advisor to high net worth individuals at Morgan Stanley, Wachovia Securities and Wells Fargo Advisors for more than 15 years.
“As I reflect on my journey as a Financial Advisor, I am most thankful for the lasting friendships secured along the way. Behind each client is a unique life story, and while some have more chapters than others, it has been a blessing and privilege to be a trusted advisor to each and every one.”
Marc and his wife Lindy feel blessed to be raising their four children in their hometown where family and friends are also their neighbors. In his free time, he enjoys CrossFit, cheering for the Florida Gators, spending time at their family Lake House and watching his children participate in volleyball, cheerleading, basketball, football and track. He is active in several charities for at-risk youth charities, including TRAC (Teen Reach Adventure Camp), Kimberly’s Center for Child Protection, and Rodeheaver Boy’s Ranch.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 2,356 advisors considered, 500 made the final list in 2017.Ðhe Forbes ranking of Best-In-State Wealth Advisors in 2018, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.Ð_
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