Shauna joined Marshall Wealth Management as Director of Client Services in 2019. After graduating from the University of Massachusetts at Amherst in 2012, she worked in banking and finance for 11 years. Under these positions, Shauna was able to gain her Series 7 and Series 66 registrations and is a registered associate.
Shauna joined Marshall Wealth Management as Director of Client Services in 2019. After graduating from the University of Massachusetts at Amherst in 2012, she worked in banking and finance for 11 years. Under these positions, Shauna was able to gain her Series 7 and Series 66 registrations and is a registered associate.
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Marshall Wealth Management is a group of experienced financial professionals based in Norwell, MA. Our team, all located in one office, is trained in their respective fields to help our clients with the seven key areas of financial planning. We specialize in estate & legacy planning, retirement planning, income tax planning, investment planning, cash flow & budget, insurance & risk management, and assistance to loved ones.