David Marsh
Financial Planning Consultant @Raymond James
Signup · Get unlimited contacts
WORK HISTORY
Financial Planning Consultant @Raymond James
St Petersburg, FL, US
I serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning.
EDUCATION
Eckerd College
Bachelor of Arts - BA, Business Administration and Management, General
The University of Alabama
Master of Science - MS, Financial Planning and Counseling
Johnson & Wales University
Associate of Arts and Sciences - AAS, Culinary Arts/Chef Training
ABOUT DAVID MARSH
Here to Serve | Retirement Planning | Financial Planning
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.