Marc is dedicated to helping his clients and their families pursue their goals by customizing financial plans and investment portfolios to their individual situations, needs and risk tolerances. He manages each plan and portfolio and keeps his clients fully informed on the progress they are making during regularly scheduled review meetings.
“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 says. “As I reflect on my journey as a financial advisor, I am most thankful for the lasting friendships secured along the way.”
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. In 2018, he was recognized as one of Forbes’ Best-in-State Wealth Advisors.*
Marc holds a bachelor’s degree in decision and information sciences from the University of Florida, and an associate’s degree in business administration from Central Florida Community College.
Marc was born and raised in Ocala, Florida. He and his wife, Lindy, feel blessed to be raising their three children in their hometown where family and friends are also their neighbors. In his free time, he enjoys CrossFit, cheering on the Florida Gators, spending time at their family lake house, and watching his children participate in volleyball, cheerleading and track. He is active in children’s charities like Share the Love Ocala and Kimberly’s Center.
*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