I moved my financial assets under Marcelos care back in 2015. He has done an excellent job of managing my investment portfolio and helping me feel comfortable and secure that my current plan will achieve the level of retirement funds that my wife I desire. His work ethic, caring nature and knowledge of the investment world has formed the level of trust that I was seeking to find in my financial advisor.
Marcelo, has been very informative, knowledgable and has done a great job with my financial situation. I have been more than impressed with the gains I have obtained through him and Edward Jones and has even exceeded my expectations. Great Job!