GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Marcus van der Meulen
Marcus van der Meulen partners with a nationwide network of high-net-worth clients including business owners and founders, institutional investors, families, foundations, and family offices.
With a practice focused on guiding business owners and...
ABOUT MARCUS
Marcus van der Meulen partners with a nationwide network of high-net-worth clients including business owners and founders, institutional investors, families, foundations, and family offices.
With a practice focused on guiding business owners and founders through all stages of their financial lives, Marcus works with clients in pre-transaction planning, creating post-liquidity event investment plans and managing wealth for generational transfer. He believes that through intentional planning and advice, clients can be empowered to leverage the wealth they have built to not just provide and maintain financial security but create a legacy.
A graduate of DePauw University, Marcus brings experience from Morgan Stanley, J.P. Morgan Private Bank, and UBS to his role at Alex. Brown | Raymond James. Marcus is a Certified Exit Planning Advisor (CEPA), a designation earned to better serve entrepreneurial clients navigating sales of businesses.
Based in St. Petersburg, Florida, Marcus operates from the Raymond James International Headquarters with the Founders and Partners Group. Outside his practice, he engages with his community through Tampa Connection (Class of 2024).