2 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
- 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
5 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Resources
8 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Resources
11 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
