
Sean V. Carolan
Marcus Waterbury is a seasoned Financial Advisor, with 30 years of experience in the financial services industry. He started his career as a computer consultant and then joined his father as a stock broker in 1994. He is currently with Morgan Stanley as part of a dedicated team that provides investment management, insurance planning, estate planning, tax planning, and financial education to clients and their families.
Marcus differentiates himself by providing a comprehensive financial plan tailored to each client's unique situation and goals. He is deeply committed to giving back to the community and involved in several philanthropic initiatives, including serving on the board of RECLAIM, a nonprofit that serves LGBTQ+ youth.
In his personal life, Marcus is a proud member of a blended family and enjoys spending time at home, playing games, reading, hiking, and traveling. He holds a Bachelor of Arts in Physics from Mount Holyoke College and has several professional certifications and designations, including CIMA®, CPWA®, RMA, PM, PMD, SIMC, and SPM.
Diversity and inclusiveness are important to Marcus, as he is committed to creating opportunities for all. He transitioned from Margery to Marcus while working at Morgan Stanley in 2004 and is passionate about helping his clients make a positive impact through their own philanthropic efforts as part of their overall financial goals.
HONORS & AWARDS
Marcus Waterbury Named Five Star Wealth Manager for 2012, 2014-2025
Source: fivestarprofessional.com (Awarded 2012, 2014-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award – 4/17/11 – 10/14/11
2014 Award – 4/14/13 – 10/14/13
2015 Award – 4/17/14 – 10/14/14
2016 Award – 4/17/15 – 10/14/15
2017 Award – 2/25/16 – 10/14/16
2018 Award – 2/23/17 – 10/13/17
2019 Award - 3/23/18 – 10/23/18
2020 Award - 3/1/19 – 10/25/19
2021 Award - 3/30/20 – 10/23/20
2022 Award - 3/29/21 – 10/8/21
2023 Award - 03/14/22 – 10/18/22
2024 Award - 3/13/23 – 09/29/23
2025 Award - 3/13/24 – 10/29/24
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html