Designations and Licenses

Marcus is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Marcus focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Marcus was a financial planning senior advisor at Citizens Private Wealth. Before that, he was a senior wealth planner at Wells Fargo Wealth and Investment Management and a senior premier banker at Wells Fargo Bank.

Marcus holds a Bachelor of Arts degree in Spanish from the University of Texas at Arlington.

Personal Interests

Away from the office, Marcus supports Easterseals Massachusetts. He also enjoys tennis, opera, ballet, musicals, playing the flute, traveling and watching movies.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.