Marc draws upon over 25 years of experience in the financial services industry. He joined Merrill Lynch Wealth Management in 1997 with the firm’s Financial Planning & Strategies Group. Over time Marc has become a Wealth Management Advisor and his area of focus is in assisting High Net Worth families with Investment Analysis and wealth planning. Marc attained his Master’s Degree in Business Administration from St. Joseph’s University, and a Bachelor’s Degree in Finance from the University of Scranton. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Marc is an Adjunct Professor at Penn State University-Abington Campus teaching courses in "Investments and Financial Markets" Marc enjoys active sports and spending time with his wife Ann and their 2 daughters. They reside in Horsham, PA.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
