Dean T. Marquis CIMA® is a Senior Portfolio Advisor and Financial Advisor who has worked in the finance industry since 2013 in both personal banking, and the private equity and hedge fund space. Dean works with clients to help identify their primary financial goals. He leverages his resources and his team to construct tailored strategies to attain those goals, while building and preserving current and future generational wealth. He has attained a BSc degree in Finance and Economics from The State University of New York at New Paltz, in addition to an MBA in Financial Management from Marist College, graduating both with honors. Dean is passionate about being involved with the Cystic Fibrosis Foundation, sitting on the Greater New York Chapter Board, and also leading their young professional's group as local Chair and as a national committee leader. Dean joined Merrill Lynch Wealth Management in 2019 at the Poughkeepsie, NY office.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
