Meet Marcus
Marcus is a Regional Vice President based in New York City. He joined Mercer Advisors in 2025. Prior, Marcus served as a Financial Planning Senior Advisor at Citizens Private Wealth and spent 13 years as a Private Banker and Senior Wealth Planner at Wells Fargo. He earned a B.A. degree from University of Texas at Arlington. Marcus is also a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Marcus has a compassionate approach grounded in humanism and guided by a passion to help clients make a well-reasoned and empowered choice to control their financial future.
Marcus in real life
How do you give back?
I volunteer with the Ali Forney Center for Homeless Youths in New York City and the Easterseals of Massachusetts.
What keeps you busy outside of work?
I enjoy tennis, theater, ballet, opera, and worldwide traveling.
Favorite thing about where you live?
I love the diversity, culture, and heritage of New York City.
Ready to learn more?
Explore More
Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules
December 18, 2025