Marcos Madril is the President and Founder of Madril Wealth and Retirement. He started his career as a Financial Advisor at Edward Jones in 1999 and has worked at several large investment firms like JP Morgan Chase, Wells Fargo, and New England Securities Corp. but left the firm in late 2018 to focus more on serving his clients and perfecting his investment process. After working as an independent financial advisor for a few years at Nova Financial (Dec 2013-Mar 2018) he established Madril Wealth and Retirement in August of 2018, a registered investment advisor in the States of Arizona, California, and Nevada. His vision was to provide investors with better investment strategies tailored to each client’s needs and goals.
As an Investment Advisor, Marcos Madril is held to a fiduciary standard with his clients. Marcos is committed to providing the highest level of customer care as as possible. He strongly believes that his client’s best interests are also his own.
Marcos Madril obtained his bachelor’s degree from the University of Arizona and consistently seeks further education to provide his clients with the most accurate and informed advice.
Marcos assists clients from various backgrounds including high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions. Alongside his commitment to helping clients achieve their financial objectives, Marcos dedicates time to his family and keeping up to date with economic and financial planning topics. He also focuses on improving financial literacy in his community by conducting several workshops on different financial subjects.
LICENSES & ACCREDITATIONS
- Registered Investment Advisor
- Certified College Planning Specialist (CCPS)
- Licensed Producer, Life, Health & Annuity
- Insurance Specialist
AREAS OF EXPERTISE
- Retirement Planning
- Tax Strategies
- Life Insurance & Long-Term Care