Marlon hails from Dallas, Texas, where he was a proud graduate of the University of North Texas. He brings nearly 20 years of experience in financial services, training at UBS Financial Services and Merrill Lynch. He most recently joined Wealth Standard Financial from Ameriprise.
He specializes in meeting the financial needs of working women. Focusing on the unique opportunities, and challenges that women in the workplace face is a primary focus for Marlon. No matter what your goals are, he wants to make sure all your efforts pay off... today and tomorrow. Marlon can help by working with you to build a financial plan tailored to your life. The technology he leverages is focused on delivering detailed reporting at your fingertips anytime, anywhere.
Marlon asks purposeful questions, and listens closely to your answers. This helps him understand you and your priorities, so he can provide you with proactive, goal oriented advice. He is a Chartered Retirement Planning Counselor® which gives him rigorous training to help clients plan and navigate their retirement.
Marlon has a daughter who graduated from the University of Houston Downtown in June 2018 and a son entering his senior year at Texas Southern University. He also recently welcomed a new grandson. Marlon is actively involved in the Houston community serving as Vice President on the Board of Directors of Musiqa Houston and spearheaded the reactivation of the University of North Texas alumni chapter here in Houston where is now an active part of the leadership team. He is also a former national board member with INROADS, Inc. and is currently Vice President of the local INROADS/Houston alumni chapter. Being an avid golfer, he plays all over the country when possible and has been fortunate enough to play in 12 of the 50 states! In addition to Cabo San Lucas, Mexico.