Marcel R. Morin, AIF, CLTC, CFS® Marcel R. Morin, AIF, CLTC, CFS®
Wealth Manager
Direct:(804) 622-1731
Office:(804) 270-7626 ext. 1731
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Marcel R. Morin, AIF, CLTC, CFS®

As a Wealth Manager with Capstone Financial Partners, Marcel has one goal in mind for his clients, “to always put you first.” He has dedicated his professional career to helping people make wise decisions regarding their finances whatever the circumstances might be; investment management, retirement income and estate planning, and social security planning. Regardless of what stage you are in your retirement planning process, Marcel builds a realistic financial plan to help you achieve the lifestyle you want once you leave the workforce. Marcel collaborates with tax professionals and estate planning attorneys to craft a comprehensive and customized retirement plan to help you create a lifetime income stream. As an industry leader, he has assisted retirees, high net-worth individuals, professionals, and small business owners to optimize their wealth and investments.

Capstone Financial Partners’ culture is one of listening to you tell the story of your goals and objectives, then making recommendations while keeping you involved every step of the way. Marcel believes it is an ongoing process of getting to know you, your family, your goals, and diligently monitoring your investments in an ever-changing marketplace.

Marcel is a proud father of three and enjoys spending time with family and friends. He loves to golf, participate in outdoor activities, and enjoys spending time in the Shenandoah Valley!

 Licenses

FINRA Series 7 (General Securities Representative) and Series 65 (Uniform Investment Advisor Law Exam). Life, Health and Annuities licensed in VA, SC, MD, CA, ME, NH, MA, NY, FL, and TX.

Designations

Accredited Investment Fiduciary (AIF); Certification in Long Term Care (CLTC); Certified Fund Specialist® (CFS®)