Marcus joined Mercer Advisors after many years with Morgan Stanley, where he focused on multigeneration investment planning for families and small businesses. With a passion for financial education, Marcus partners with clients to ensure they have a deep level of comfort and clarity with their financial plan. Marcus is a Virginia native, and his connections to the state run very deep, as the business community there has recognized his family’s significant leadership contributions for several generations. He’s a graduate of the University of South Carolina, and he’s a member of St. Paul’s Episcopal Church in Richmond, where his wife serves as an associate rector. He’s also involved with Junior Achievement of Central Virginia, the Patrick Henry School of Science and Arts, Firehouse Theatre, and the Monticello Association.