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.
- Bachelor of Science degree, summa cum laude, in business with a concentration in management from Virginia Tech
- CERTIFIED FINANCIAL PLANNER™