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Fifth Third Investment Team Marc Zeller
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Maiden
7530 Pineville Matthews Road Charlotte, NC 28226 USAbout 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 recently transitioned from an Investment Banking Analyst role for a large bank in Tech Services role to a new position in a Corporate Development role in the Energy Services space. My daughter recently graduated from App State and is starting her career in Communications and 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
Queens University of Charlotte, Charlotte, NC
- Series 7
- Series 66
- Life Insurance
- CFP®
Contact Me
About Fifth Third Securities
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.