TQM Wealth Advisors

Marcel has over 20 years of experience in the financial services industry, with a core competency in advising people and families of wealth in all aspects of their financial life and legacy planning needs. She founded TQM Wealth Partners in early 2016 with the purpose creating a firm that incorporates a complete view of wealth into comprehensive plans for protecting and enhancing financial independence, and to wealth management and family office services. (Link to “Our Story”). Marcel’s career in financial services includes raising capital at Fondo de la Comunidad, a private financial fund that is now a commercial bank, and in corporate lending at Banco Mercantil, both in Bolivia. She became a financial adviser at Morgan Stanley in Boston in 2005, and then became a private wealth adviser at the Private Banking and Investment Group at Merril Lynch. Her last role before TQM Wealth Partners was that of Chief Relationship Officer at Capital Formation Group. The common thread throughout Marcel’s career is her focus on people within the context of their financial needs and wants. Marcel has a B.S. in Business Administration and is a Certified Retirement Management Advisor.