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Marc Zeller

Fifth Third Investment Team Marc Zeller

Investment Executive

Day of the WeekHours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 6:00 PM

About Marc

Serving the Charlotte area, Marc provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Marc works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I moved to Charlotte in 1995 to open up a new location for a family retail business. In 1998 I felt a new calling for my career and entered into the financial services business and have never looked back. I ran my own practice for 11 years prior to coming to Fifth Third. I have been married since 1997. I have 2 grown children. My son is a graduate of NC State that works as an Invest Banking Analyst specializing in Tech Services. My daughter recently graduated from App State and is starting her career in Public Relations. My wife retired from Charlotte Mecklenburg School System as a Speech Language Pathologist. She now spends much of her time helping out with our aging parents. I split much my free time on the mats training in Brazilian Jiu Jitsu and recovering from the resulting injuries.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals. I take pride in developing real long term relationships that allow me to not only celebrate in the successes of my clients but also have the tough conversations when needed and them always knowing it comes from a place of genuine concern.
Since 1998, I have worked one on one with executives, business owners and individuals helping them define and achieve their financial dreams and goals in order to leave the legacy they want. After many years in the business, I went back to school to attain my CFP® certification. I believe by combining my experience along with my education, I am able to deliver consistently on the client experience.
Hofstra University, Hempstead, New York
Queens University of Charlotte, Charlotte, NC
  • Series 7
  • Series 66
  • Life Insurance
  • CFP®
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About Fifth Third Securities

"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you. We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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