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.
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