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Marcus P. Borel, CFP®Financial Advisor

  • 925 Main Street, Suite 200
    Lynchburg, VA 24504
  • 434.847.6600

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.  

EDUCATION

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

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER

 

 

Personal Profile

Hometown:
Lynchburg, VA
Favorite Book or Movie:
Poor Charlie's Almanack | No Country for Old Men
Ideal Dinner Guest:
Warren Buffett, John Wooden, and Lou Holtz
Words to Live By:
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.
Qualities I Admire in People:
Integrity, humility, and a sense of humor