Marquez Private Wealth Management

Michelle has more than 20 years of experience providing financial guidance. After more than 16 years with Merrill Lynch, in 2018 she founded Marquez Private Wealth Management of Raymond James.

Jason, with nearly 20 years in financial services, has worked with Michelle Marquez since 2011. He holds multiple securities licenses and certifications in asset management, portfolio management, and investor behavior.

Jordan sees selling a business as a critical event driven by strategy and execution. As a coordinator, he guides owners through sales or expansion using market insights from investment banking, working with both family businesses and serial entrepreneurs.

Dee values personal, attentive service. As a client service associate, she manages details, research, and execution of financial plans, ensuring clients stay informed and focused on their goals.