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  • With CAPTRUST Since 2017
  • 434.847.6600
  • 925 Main Street, Suite 200 Lynchburg, VA 24504

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.

Education

  • Bachelor of Science degree, summa cum laude, in business with a concentration in management from Virginia Tech

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™