Marshall Burroughs
Wealth Advisor at RMR Wealth Builders, Inc. Columbia Business School
- Role
- Wealth Advisor at RMR Wealth Builders, Inc.
- Location
- Montclair, NJ, US
- LinkedIn followers
- 500 followers
About Marshall Burroughs
After graduating from Harvard University (captain, men\'s tennis), I earned my MBA from…
Experience
Wealth Advisor
Mar 2024 — Present · Montclair, NJ, US
RMR’s mission is to provide our clients with thoughtful and creative solutions that will make a positive difference in their lives, taking them from where they are to where they want to go. We approach financial and life decisions with a “Plan First” mentality. Our client-centric planning process focuses on three principles; organize, educate, and guide. As a CFP® professional, I collaborate with each client to organize their goals and current financial situation, provide the education needed to make more informed decisions, and guide clients through the steps to make their financial plan successful.
Education
Harvard University
Bachelor of Arts (BA), Political Science and Government
1990 — 1994
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
1998 — 2000
Skills
- Investments
- Capital Markets
- Equity Trading
- Equities
- Bloomberg
- Hedge Funds
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