Marcus Williams

Investment Consultant

Marcus currently serves as the Investment Consultant for StoneX Wealth Management.

He brings a wealth of platform experience to his financial advisors, making their success in meeting their clients’ financial goals his ultimate priority. He is the primary administrator of the firm’s wealth management platform (Envestnet) and other platform solutions. The team is also responsible for advisor support on investment-related topics, market commentary, and Third Party Manager Due Diligence.

Marcus graduated with a BS in Finance from the University of South Alabama and a MBA from Auburn University. In the community, he volunteers his time with Better Basics and the Dannon Project, non-profit organizations, and is an active member of the Rotaract Club of Birmingham.

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With a legacy spanning 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
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Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.
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Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.
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Birmingham Office
2 Perimeter Park South, Suite 500W
+1 (800) 240-1438
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The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.