Credit: Barron’s
They say that money can’t buy happiness, but it certainly makes the world go ‘round. Financial advisers play a direct hand in that turning. Whether they work for middle class families or mega-corporations, financial advisers assess the needs of their clients and help them make a variety of financial decisions—be that involving investments, taxes, or insurance. The help of a financial adviser never has to go away—many stick with these professionals to fulfill long and short term goals.
It’s how men like Marvin McIntyre get into the business and stay there for over 40 years. Following his tour in the Vietnam War, McIntyre used his degree from Citadel to land him a job at Mason and Co. (which later became Legg Mason) on the account of a friend asking if he could “BS.” Here, he honed his skills and worked his way up the ladder—from broker, to chief financial adviser.
Credit: Barron’s
But McIntyre wasn’t satisfied working under the shadow of a corporation. The now-mogul of the financial world wanted to specialize his work and make a name for himself serving high net worth families, institutes, and corporations, as their needs are far more complicated. After nearly 25 years at Legg Mason, McIntyre began assembling his own team of financial professionals—a Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), and a Certified Financial Planner (CFP)—to form Capital Wealth Management Group at Morgan Stanley.
It is with this firm that Marvin McIntyre invests and organizes over three billion dollars for a number of familiar faces—politicians, best-selling authors like David Baldacci, and superstar athletes like Michael Jordan. In the world of finance, his word has become gospel—a blessing for those looking for a second opinion on their changes or acquisitions. McIntyre steers clients clear of shady investments and poor deals, helping people keep their money secure with his honesty and expertise. He often appears on CNBC and MSNBC as an expert of his field.
Credit: Topel & DiStasi Wealth Management
Publications upon publications have listed McIntyre as one of the best financial advisers for decades. Since 2002, he has made Barron’s list of Top 100 Advisers each and every year. In 2008, he was marked as the third best advisor in the country. In 2017, Washington DC marked him as the best one in the area and was inducted into the Citadel School of Business Hall of Fame. Currently, he serves as one of the board members at the school.
Though the man is now in his 70s, he isn’t showing any sign of slowing down. Forbes’ 2018 list of America’s Top 250 Wealth Advisers listed McIntyre at number 19. For their 2018 Best-In-State list, McIntyre was marked as the top financial adviser in Washington D.C. In his free time, he authored three well-received thrillers and donated the proceeds to charity, and frequently works with the Cystic Fibrosis Foundation, Shady Grove Hospital Foundation, and Suburban Hospital.
Credit: Fraud
“Money is the last taboo,” McIntyre says.
It is McIntyre’s goal to work around that taboo and make the lives of his clients easier. For those whose wallets stretch to unbelievable boundaries for many of us, it is a daunting task to figure out what exactly to do with their expansive funds on their own. McIntyre makes that stress easier to manage, and has been for decades.
