Marcus has been a Financial Advisor with Waddell & Reed since 2010. He earned his degree from Texas Tech University in December 2008, with a Bachelor of Business Management. He focuses on helping clients through financial planning and believes that this is essential for pursuing your long term goals. He also emphasis the need to meet on an regular basis to monitor a client’s progress and also make adjustments as life changes occur.
Thanks to joining his parents meetings with their financial planner during high school, Marcus became passionate about helping families with their goals and started his career path of becoming a financial advisor. He understands the importance of working with an advisor that you can trust and also has empathy for your situation.
Marcus loves the city of Austin. He enjoys spending his time by playing soccer, running at town lake, and walking his dog Ollie. He relishes reading, finding a good breakfast taco, and traveling with his girlfriend.
(06/20)