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 holding the applicable securities registrations, in 2018 he was recognized as one of Forbes Best-in-State Wealth Advisors.*
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 14 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 serves as a volunteer for TRAC (Teen Reach Adventure Camp), a Christian camp for area foster children.
*The Forbes ranking of Best-in-state Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative date. 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 practice 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, 3,477 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.
Raymond James & Associates, Inc., is not affiliated with the above independent organization and /or charities.