Marcus guides clients in pursuing their goals with a calm demeanor and purposeful approach. He helps them make sound decisions and implements innovative strategies to preserve and manage their wealth, allowing them to focus on what gives their lives meaning.
Throughout his six-year tenure with Raymond James, Marcus has developed an expansive knowledge of resources and services that can be tailored to clients’ needs. The firm’s client-first philosophy aligns perfectly with his approach to doing business. “The client’s needs come first and everything else is secondary,” he says.
Before becoming an advisor in 2020, Marcus was a senior registered client service associate with Raymond James in the Paramus, New Jersey, branch. He also supported the Northern New Jersey Complex in efforts to recruit experienced financial advisors and train new advisors and associates. He graduated summa cum laude from the University of Scranton with a Bachelor of Science in finance and holds Series 7, 9, 10 and 66 licenses.
Originally from Randolph, New Jersey, he currently resides in Morristown with his wife, Tara. In his free time, Marcus enjoys cooking, gardening, golfing and spending time with family.