Marcus

Marcus: Email & Phone Number

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Financial Advisor | Practice Transition Coach & Mentor at Forum Financial Management, LP|Greater Tampa Bay Area, United States

Position:

Financial Advisor | Practice Transition Coach & Mentor at Forum Financial Management, LP

Location:

Greater Tampa Bay Area, United States

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Last updated: 2026-10-18
Updated: 2026-10-18

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Work Experience 40 years

Financial Advisor | Practice Transition Coach & Mentor at Forum Financial Management, LP

Dec 2018 - Current

Co-Founding Partner & Financial Advisor at Forum Financial Management, LP

May 2002 - Nov 2018

Principal & National Recruiting Director at Terra Financial Companies / Genworth Financial

Jan 1986 - May 2002

Marcus started working in 1986, then the employee has changed 1 company and 2 jobs. On average, Marcus works for one company for 13 years 7 months.

Their professional focus is Financial Advisor Business Development and Succession Planning, Mentoring Successor and Retiring Advisors, and Practice Management across 3 core areas.

Education

Bachelor of Science - Engineering at University of Illinois Urbana-Champaign

Marcus Namesakes

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Marcus
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Marcus
Senior Data Analyst
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Marcus
Employment Specialist
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