Marcus Borel is a wealth management financial advisor based in Lynchburg, VA.
Marcus joined CAPTRUST in 2017 and serves as a financial advisor providing customized wealth management and investment advisory services to high-net-worth individuals, families, business owners, and corporate executives. Prior to joining the firm, he was a portfolio manager, providing wealth and investment management services at Davidson & Garrard. He has worked in the industry since 2014.
When he is not in the office or with a client, Marcus enjoys spending quality time with his wife and two daughters. He is an avid tennis player and enjoys mountain biking, soccer, and hiking.
Education
- Bachelor of Science degree, summa cum laude, in business with a concentration in management from Virginia Tech
Industry Designations
- CERTIFIED FINANCIAL PLANNER®