Titzel Marshall Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions—listen carefully, then understand in detail where your wealth stands today and where you’d like it to be tomorrow. We can help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping to manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Accessible, knowledgeable, and experienced, we are committed to building and maintaining a strong relationship with you. We're passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Every member of the team is dedicated to helping you grow and preserve your wealth—but it all starts with a well-thought-out plan.
CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
