Ernest brings over 15 years of financial services experience that include wealth management, insurance planning, and tax consulting. He has held the Series 7, 63, and 66 investment securities licenses and also holds his Life and Health Insurance License. Ernest leverages the experience gained working in the corporate divisions of three Fortune 100 companies that include Bank of America, Merrill Lynch, and TIAA-CREF as well as working independently as a financial advisor.
Ernest is married to his wife Nikki and have 3 children. Outside of work, his hobbies include basketball, golf, coaching youth sports, and volunteering in his local community of Jupiter, FL.
Marcus is on a very short list of distinguished professionals to have amassed all four professional designations of CPA, MBA, JD, and LLM. It is this wealth of knowledge that he offers his clients coupled with the practical professional experience of working with premier firms such as KPMG, Deloitte & Touché, and his governmental experience obtained while working for the Department of Revenue for the State of Arizona.
Marcus lives in the Vero Beach area and is married to his wife Jennifer and enjoys playing tennis with his daughter Hannah, training for half marathons with his wife, volunteering at Big Brothers Big Sisters, playing tennis, scuba diving, traveling and cycling.