Marvin joined Merrill in 2008, having been a Merrill Lynch Wealth Management client for over 20 years. Along with a select team of qualified advisors and specialists, he offers customized strategies and advice to help clients achieve their financial goals. Marvin has been in the financial services industry in excess of 35 years, having held senior level positions with both privately and publicly held investment management and insurance companies. He has directed and/or originated in excess of $3.5 billion in structured finance, working capital and acquisition transactions for a wide variety of operating businesses.

Marvin serves on the management boards of various civic and charitable organizations and has professionally related experiences, including prior memberships in key national and local trade associations. He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration/Finance. He has earned the designations of Certified Plan Fiduciary Advisor^®, CPFA^™ and Chartered Retirement Planning Counselor^™ CRPC^™. Marvin holds both Series 7 and Series 66 FINRA registrations. He is married, an active member of Covenant Church in Carrollton, TX and resides in Coppell, TX.



The primary objective of Marvin's career at Merrill is to help clients make wise financial decisions, emphasizing financial education and goal focus. His investment management and capital markets experience enables him to help address the needs of families, executives ,retirees and businesses. His process utilizes a client service model emphasizing effective communication, planning, goal tracking and guidance. Among our services:

Wealth Management Planning and Retirement Strategies
Investment Management and Asset Allocation
Insurance Assessment and Coordination
Home,Personal and Business Financing
Business Employee Retirement Plans


Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Financing ,banking, credit and lending services are provided through Bank of America, N.A. (NMLS#535888)
Marvin follows the deep-seated Merrill tradition of participating in the communities we serve. Community involvement is an integral part of how we interact with clients and communities. This drives his interest in spending time volunteering with organizations in our communities.