Associate Advisor / firstname.lastname@example.org
As an Associate Advisor, Marvin serves as a client liaison for many clients within the DBR Wealth Builder Advisory Services Team. He assists in research, preparing client reviews and portfolio implementation. In addition, Marvin serves on DBR & CO’s Investment Committee and provides valuable support to the advisors within the team by assessing clients’ financial needs and resources while helping to guide them through financial decisions.
Marvin has been with DBR & CO since 2013. He is a graduate of Penn State University where he attended on a soccer scholarship. He is currently exploring a CFA or CFP certification.