Also known as: redtarot
Single mom, writer, manager, lover of Doctor Who, and editor-about-town. Has been seen correcting grocer#s apostrophes. Proud liberal feminist.
Also known as: MarshallWMG
During my years of financial experience, I've had the privilege to work with individuals and business clients. My client-oriented practice embraces a personalized approach for all facets of planning, investment management and retirement considerations. I've developed a talent for listening to my clients' concerns and help clarify their objectives. I then address those issues by crafting individualized strategies. My hands-on approach extends to an array of professional services. For example, for clients near or planning retirement, I create strategies for retirement plan distribution rollovers and income planning alternatives. Families, small business owners and executives seek my counsel for financial, operational and succession planning directives. I believe it is my responsibility to add value to my clients, whatever the particular need and objective of each individual client. Since no two clients have identical financial circumstances or personal visions for their future, my listening skills, financial insight and strategic execution help ensure each client receive the personal attention and professional service they expect and deserve. Outside the office, I enjoy spending time with friends and family. I am an avid snowboarder, and enjoy other outdoor activities including tennis, mountain biking and hiking. I am alumnus of the University of California, Berkeley. The LPL Financial registered representative associated with this page may only discuss andor transact business with residents of the following states California, Oregon, or Florida. Registered Representative with and Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRASIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Also known as: P_Jmarshall
Athletic Humanitarian I Swimmer I World Records More ocean less pool Event Manager @IAmFCE UW Videographer @IAmWaterTrust
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