Dating back to grade school, Marcus has always had a devotion to entrepreneurship and business. At each stage of my career, I have focused on exceeding expectations, developing relationships, and honoring those relationships through trust and fortitude.
As an Arizona kid, I grew up in Mesa as well as Fountain Hills. Attending the local Boys & Girls Club since I was old enough, I volunteered daily, and was an active participant and president of various community clubs as well as being nominated for their national Youth of The Year award. The relationships and experiences developed during this time I credit with my intense will for hard work, the importance of trust, and the causes that are important to me. After high school, I attended and received my degree from Arizona State University's W.P. Carey School of Business.
In 2011, I made a commitment to financial services. I have yet to see a career where I can have such a profound impact on families while following my passions in business. I started out my career with AXA Advisors in 2011 by completing the series 7, series 66 registrations, and life and health insurance licensing exams. In 2015, I accepted an opportunity with former broker/dealer, Lincoln Financial Advisors/Sagemark Consulting which gave me the robust platform I had been looking for.
In 2016, I completed the twelve individual modules and examination to learn the Accredited Asset Management Specialist (AAMS® ) designation which focuses on investment management and investment theory. In 2020 I completed the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) examination which is considered by many to be the gold standard in financial planning continuing education. It demonstrates a commitment to putting clients first as well as demonstrates competence in investment management, taxation, small business needs, estate planning, and insurance (Please see the 'Why use a CFP' tab for more information). As per the public record, I have no complaints on my u4.
As a private wealth advisor with LPL Financial, my job is to be the knowledgeable advisor in helping clients build a comprehensive financial plan. As part of LPL'S independent platform, I will represent clients in the world of investing that consists of seemingly an infinite number of mutual funds, stocks, bonds, ETFs, annuities, real estate investments, UITs, and oil/gas partnerships, and more. We can develop a highly detailed financial plan that spans from investment management, to retirement planning, pension analysis, estate planning strategies, life insurance and long-term care strategies, and more.