2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
- With CAPTRUST Since 2017
- 434.847.6600
-
925 Main St
#200
Lynchburg, VA 24504
Marcus P. Borel, CFP®
Financial Advisor
- Lynchburg, VA
- Poor Charlie’s Almanack | No Country for Old Men
- Warren Buffett, John Wooden, and Lou Holtz
- Life basically comes down to three things. Be true to your friends and family, do the best job at work you can, and try to have a little fun along the way.
- Integrity, humility, and a sense of humor
Financial Advisors
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™
News & Resources
Resources
Resources
4 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Resources
7 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Resources
9 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
