Marshall has spent his entire career with Merrill Lynch Wealth Management, joining in February 2016 after graduating from The University of Maryland College Park with a bachelor's degree in Economics. He prides himself on being a valuable resource for clients, committed to helping affluent individuals and families make sound financial decisions based on their unique circumstances and goals.
He focuses on the development of new investment relationships - working closely with a largely referred clientele - and he is responsible for constructing and managing customized wealth management strategies, including private equity, real estate, hedge funds, and alternative investments. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, as well as the Certified Plan Fiduciary Advisor™ and Chartered Retirement Planning Counselor™ professional designations.
Marshall believes that no matter how much money a client may have, putting a retirement strategy in place is one of the most important things he can help an individual do while working on an overall financial strategy. He also offers small- and mid-sized business owners access to retirement plan administration services, as well as cash management, succession strategies and credit and lending through Bank of America.
He and his wife, Emily, live in Annapolis with their Chocolate Lab, "Bear". When out of the office, he enjoys playing golf, boating on the Chesapeake Bay, skiing, and watching Emily's Alabama Crimson Tide compete for National Championship #19.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
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.
