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Our Team

Chet Marcus, CFP®

Chet, founder of Marcus Financial Advisors, began his financial management career in 1982 with Merrill Lynch in Boston and opened his Beverly office in 1985. An independent branch manager for Raymond James Financial Services since 1986, Chet is a Certified Financial Planner (CFP®);
a registered agent for life and health insurance; and has licenses in general securities that allow him to provide investment advice in fourteen states.

Chet is also a frequent guest speaker, locally and nationally, on financial services. Chet feels that it's important to contribute time and talent to the community. An enthusiastic Rotarian who lives their mission of "service above self," he has received two Paul Harris Awards and led a Rotary group study exchange to Italy in 2005. As a past chairman, Chet remains active in the North Shore United Way, and he now serves as the President of the Beverly chapter of Toastmasters International, which he helped found.

• Member and Past President, Beverly Rotary Club
• Member, Essex County Estate Planning Council
• Corporator, Beverly Hospital, Northeast Health Systems
• Endowment Committee, Temple Ahavat Achim, Gloucester
• Trustee, North Shore Music Theatre from 1992-2001
• Member and Past Chairman, North Shore United Way
• Member, Beverly Chamber of Commerce

Jonathan Marcus, Director of Practice Management

Jonathan manages the overall direction of the practice and assists with portfolio modeling and report construction. Graduating with honors from Brown University with degrees in Medieval Cultures and Biology, Jonathan earned a Masters with distinction in Medieval English Literatures from the University of York's Centre for Medieval Studies in the UK. He also holds a General Securities license. Jonathan has become active in the community through his participation in Beverly Bootstraps' Homework Club and his support for the Essex County Greenbelt Association as well as both the Brown and St John's Prep alumni associations. He is currently a board member with Temple Ahavat Achim in Gloucester.

Debbie Marcus, Client Services Manager

Since 1990, Debbie has improved our efficiency by managing our cash, opening and updating accounts, and specializing in working with law and CPA firms to facilitate settlement of estate assets.
Rotary is a large part of her community life. A charter member and president of the Manchester-Essex Rotary Club, she has been on Rotaplast missions to Venezuela and Guatemala.

JoAnn Middleton, Director of First Impressions

JoAnn greets clients and visitors in our executive office and on the phone as well as supervising client data and our contact management system. She coordinates office logistics and organizes our frequent mailings, seminars, and events. She is involved in fundraising for the Muscular Dystrophy Association through the Meredith, NH Harley-Davidson chapter.

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266 Cabot Street Beverly, MA 01915 978.921.1686 fax 978.921.1874 toll free 800.640.0008

 Securities offered through Raymond James Financial Services., Inc., member FINRA / SIPC.
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