Marshall Boroshok
,
Financial Advisor
NMLS #1482539
One Park Place
Annapolis, MD 21401
410.263.0138
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Gina S Weltlinger
Registered Wealth Management Client Associate
410.263.0129
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
John Pellegrini
Market Linked Investments Specialist
Bank of America, N.A.
Tim Mulosmanaj
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484022
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Marshall Boroshok is registered to do business in CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WV.