Meet Marcus

Marcus is a Wealth Advisor for Mercer Advisors, based in Richmond, Virginia. Previously, he was a Financial Advisor at Morgan Stanley. He has been an advisor since 2018, inspired by his father’s career as a financial advisor. Marcus earned a B.S. degree from the University of South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional.

Marcus’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Marcus has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Support for business owners, from growth and succession to liquidity events and legacy planning
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Navigating the financial realities of chronic illness with long-term, adaptive strategies

His working style

Marcus is known for his collaborative process which includes active listening and simplifying complex strategies that create a more tactical and surgical result for his clients. He works hard to build a relationship that goes beyond investment management and walks with his clients through the ups and downs of their lives.

Marcus in real life

What keeps you busy outside of work?

My family and two young children keep me busy.

How do you give back?

I volunteer through my church, Tuckahoe Presbyterian, where my wife is pastor and head of staff. I am also involved in the Monticello Association and Firehouse Theatre.

Why do you like working at Mercer Advisors?

We have worked diligently to create a firm that delivers our mission — to create a family office for your family that helps amplify and simplify your financial lives and your family’s future.