Our Wealth Management Advisors
Marcel J. Dupré , JD/MBA, CPFA, ESG(k)
Senior Plan Advisor
With a focus on fiduciary processes and investment due diligence at NFP Retirement, Marcel’s role as Senior Plan Advisor encompasses comprehensive retirement plan management. His expertise in establishing fiduciary standards, conducting fee analysis, and maintaining strong client relationships is augmented by a Certified Plan Fiduciary Advisor credential and a Juris Doctor degree.
Our team's mission, to provide best practices for retirement plan sponsors, is realized through meticulous benchmarking and vendor management. Marcel is dedicated to empowering employers and their plan participants with strategic advisory services, leveraging over two decades of experience in the realm of employer-sponsored retirement plans.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures