Director, Financial Services & President, Altus Foundationmarques@ztcorproate.com
Since 2016, Marques Cormier has served as the director of financial services for ZT Corporate as well as the Chief Compliance Office for ZT Wealth Advisory. In his current role, he provides financial planning and investment management guidance to all of ZT’s clients. In addition to his role as a financial planner he also works as an Internal Plan Administer for all the 401K plans for various entities within ZT Corporate. Before joining ZT, Mr. Cormier was an Investment Consultant at TD Ameritrade in Fort Worth. He also held various positions within USAA that included being a financial advisor for investments, Life & Health Insurance and also Property and Casualty Insurance. He earned his Bachelor of Business Administration degree with a concentration in finance from University of the Incarnate Word and completed the CFP® Graduate Certificate Program at Rice University’s Glasscock School of Extended Studies, where he completed all five CFP® modules and passed Board CFP® examination. In his spare time, he is the founder of a nonprofit organization with a mission to improve financial literacy among underprivileged Houston-area residents. Over his 10+ years of being in the financial services industry Mr. Cormier has acquired and held a number of FINRA Securities licenses along with other financial planning designations and continues his education yearly to keep pace with the ever-changing economic environment.
Rice University, Glasscock School of Extended Studies, Houston, TX
CFP Graduate Certificate Program, 2011
University of the Incarnate Word,
San Antonio, TX
Bachelor of Business Administration, Finance