MICHAEL J. MARSHALL, SR

President

Mike Marshall is a general securities representative (registered since 1992) and specializes in servicing clients’ overall financial needs including asset management, retirement planning, estate planning, and insurance planning.

In addition to his financial planning practice, Mike is the president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Clifford H. Marshall, Norfolk County Sheriff. Mike and his wife, Patricia, have two children, Rachel and Michael, Jr.

Key Areas of Focus: