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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 | 9:00 AM - 1:00 PM |
| 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 children in High School that keep us quite busy. My wife works in the Charlotte Mecklenburg school system as a speech pathologist. My main hobby is Brazilian Jui Jitsu.
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.
Since 1998, I have worked one on one with executives, business owners and individuals to help with their financial dreams, goals, and assets. After many years in the business, I went back to school to attain my CFP® certification. I believe combining experience along with 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
"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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- 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.