Marcus P. Borel, CFP®

Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Marcus Borel is a wealth management financial advisor based in Lynchburg, VA.

Marcus joined CAPTRUST in 2017 and serves as a financial advisor, responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Marcus was a portfolio manager, providing wealth and investment management services at Davidson & Garrard, and he has worked in the industry since 2014.

When he is not in the office or with a client, Marcus enjoys spending time with his wife and children, playing tennis, mountain biking, hiking, and traveling.

Education

  • Bachelor of Science degree, summa cum laude, in business with a concentration in management from Virginia Tech

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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