About Marshall
Serving the Evansville area, Marshall provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Marshall works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Marshall has over 25 years of experience in the financial industry managing high net worth relationships. As a Wealth Management Advisor he provides comprehensive wealth management services to high-net-worth individuals and families. He is passionate about helping his clients achieve their financial goals and objectives, while ensuring that their assets are aligned with their values and preferences.
In collaboration with a highly credentialed team he leverages his skills and knowledge in investment management, financial planning, estate planning, tax strategies, and risk management to create and implement tailored wealth management plans to deliver customized solutions and exceptional service to his clients. He strives to build and maintain strong relationships with his clients, and act as their trusted advisor and advocate throughout their financial journey.
In collaboration with a highly credentialed team he leverages his skills and knowledge in investment management, financial planning, estate planning, tax strategies, and risk management to create and implement tailored wealth management plans to deliver customized solutions and exceptional service to his clients. He strives to build and maintain strong relationships with his clients, and act as their trusted advisor and advocate throughout their financial journey.
Education
University of Southern Indiana, Evansville, IN. B.A. Business Administration
University of Southern Indiana, Evansville, IN. Masters of Business Administration
University of Southern Indiana, Evansville, IN. Masters of Business Administration
Licenses & Professional Designations
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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