Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
Marcus P. Borel, CFP®

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 is a wealth management advisor who works out of the Lynchburg, VA office.

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

Industry Designations


News & Resources

View All News and Resources