Marcus van der Meulen partners with a nationwide network of high-net-worth clients including business owners and founders, institutional investors, families, foundations, and family offices.
With a practice focused on guiding business owners and founders through all stages of their financial lives, Marcus works with clients in pre-transaction planning, creating post-liquidity event investment plans and managing wealth for generational transfer. He believes that through intentional planning and advice, clients can be empowered to leverage the wealth they have built to not just provide and maintain financial security but create a legacy.
A graduate of DePauw University, Marcus brings experience from Morgan Stanley, J.P. Morgan Private Bank, and UBS to his role at Alex. Brown | Raymond James. Marcus is a Certified Exit Planning Advisor (CEPA), a designation earned to better serve entrepreneurial clients navigating sales of businesses.
Based in St. Petersburg, Florida, Marcus operates from the Raymond James International Headquarters with the Founders and Partners Group. Outside his practice, he engages with his community through Tampa Connection (Class of 2024).