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MESA EXECUTIVE PARK4699 N. MESA STREET
Floor No. 01,
Senior Vice President - Wealth Management
Registered Client Associate
Merrill Lynch Global Wealth ManagementThe Marcum TeamThe Marcum Team is a financial advisory team in El Paso Texas. They strive to help simplify the complexity in their clients’ lives by providing advice and guidance based on time-tested, goals-based wealth management principles.Partnering with a team of specialists, their goal is to be the trusted resource and first point of contact in the pursuit of personal, financial and professional success for all their clients.Kristine ‘Kristi’ Marcum Resident Director, Vice President, CRPC ®Kristi has been providing financial and wealth management advice and services at Merrill Lynch since August 2000. She is a graduate of the University of Texas at El Paso with both Bachelor’s degree in Interdisciplinary Studies in 1995 and a Master’s degree in Education in July of 2000. Kristi is involved in a number of non-profit organizations in the El Paso community, having served on the board of the Junior League of El Paso where she has been an active member since 2005 and most recently served as the chair of the YWCA Paso Del Norte annual fundraising luncheon. She also serves on the local board of the Bank of America Community Foundation. In December 2014, Kristi assumed the role of Resident Director of the El Paso office. She holds the Series 7, Series 66, Series 31, Series 9 and Series 10 FINRA registrations.Prior to joining Merrill Lynch in August 2000, Kristi worked in the El Paso ISD as a 7th and 8th grade Language Arts teacher. Ronald L. Marcum, Senior Consultant Ron joined Merrill Lynch in 1980 and served as the Resident Manager of the El Paso office in 1996-1997. Ron is the senior member of the Marcum Team, and as senior consultant, is responsible for directing the team’s investment strategy, client service and business development.Ron received his Bachelor of Arts from San Jose State College in 1969 and completed his Master’s Degree in Management at Oklahoma University and Webster College.
Ron ran track & cross-country at San Jose State and after graduation spent 10 years as a pilot in the U.S.A.F. as well as flying commercial airliners for Continental Airlines. For over 20 years, Ron coached youth soccer, winning 3 Texas state championships. He has also served on several charitable boards including: El Paso Boys & Girls Clubs, and Texas Tech University Breast Care Center. Ron was the 2007 Chairman of the Sun Bowl Western Refining College All-America Golf Classic Tournament and in 2012 won the Bill Eschenbrenner Award for outstanding service to the Sun Bowl Organization. Ron has his Series 8, Series 40, Series 7, Series 31, Series 63 and Series 65 FINRA registrations.Ron speaks English and Spanish. Dwayne CatesFinancial AdvisorDwayne has over 15 years experience working in the financial services industry. Dwayne started his career at Merrill Lynch in 1999, where he worked for several years in both Operations and as a Client Associate. He left Merrill in 2005 to pursue an opportunity as a Compliance Manager with optionsXpress where he worked for 2 years. He then moved to Wells Fargo Investments, and in 2008 decided to join the Marcum Team and blend his experience in Compliance and Customer Service. Dwayne has his Series 7, Series 66 and Series 24 FINRA registrations. Mauricio FelixFinancial AdvisorMauricio Felix began his career in the financial industry in 2007 when he joined Merrill Lynch as a Financial Advisor. In 2009, Mauricio moved to the operations side of the business as the Assistant to the Resident Director and Client Associate to an International practice, remaining in that position until he decided to join The Marcum Team as a registered client associate in July 2014. When the opportunity presented itself in early 2015, Mauricio decided to return to an advisory role and is in training to be a banking financial advisor. Mauricio, an avid runner; he completed the 2014 Bank of America Chicago Marathon in October 2014. He is a graduate of ITESM, and had previously held a Texas Real Estate broker license; he well versed in residential mortgage proceedings and products. He holds a Series 7, Series 66 and a Series 3 FINRA registrations.Mauricio is fluent in English and Spanish.Ricardo TovarRegistered Client AssociateRicardo is the newest member of the Marcum Team, having joined Merrill Lynch in February 2015. After graduating from the University of Texas at El Paso with an undergraduate degree in Business Management, he began his career in financial services in 2012. His past professional experiences include financial advising with Edward Jones and as a Registered Personal Banker for Wells Fargo Bank. Ricardo currently holds his Series 7, Series 66 FINRA registrations and Texas General Lines License. Noraida ‘Yvette’ CasillasResident Director Assistant Yvette Casillas has over 18 years experience working in the financial services industry. Yvette started her career at Merrill Lynch in 1996 and has worked for several years as the Resident Director Assistant and a Client Associate. She has experience in servicing both US and International clients and applies her extensive industry knowledge to providing exemplary client service. Often the first point of contact for clients, she focuses on problem solving and enhancing client experience. She enjoys yoga, the outdoors and loves spending time with her husband Bill and son Daniel. Yvette is fluent in English and Spanish.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning
Dwayne Cates is registered to do business in : AZ, CA, CO, CT, DC, DE, IA, ID, MA, NC, NH, NJ, NM, NV, OR, PA, PR, TN, TX, VA, WA, WI
Kristine Marcum is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Mauricio Felix is registered to do business in : AR, AZ, CA, CO, DE, HI, IA, ID, LA, MI, MS, NC, NH, NJ, NM, NV, NY, OK, OR, PA, PR, TN, TX, VA, WA, WI
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