Pete Marshall
President, Senior Financial Advisor at Marshall Financial Group
- Role
- President, Senior Financial Advisor at Marshall Financial Group
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Pete Marshall
Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. I founded Marshall Financial in 2005 after serving as a financial advisor and agency director at MetLife Investment Management. My goal in establishing Marshall Financial Group was to create a firm that made clients into lifelong partners, working together with advisors to achieve specific financial goals and realize lifelong dreams. I work with clients on their long term investment strategy and their personal financial goals, as well as leading the overall strategic direction of the firm. At Marshall Financial Group, we believe that asset growth and protection is a lifelong process and you can count on us to be there for you as your investment needs change throughout every stage of life. Contact me today at 41••••••44 or p•••@marshallfinancialgroup.com. The Marshall Financial Group, LLC. is a registered investment adviser with the Securities and Exchange Commission (SEC). Specialties: Comprehensive Financial Planning and Investment Services in Hunt Valley, MD
Experience
President, Senior Financial Advisor
Sep 2005 — Present · Hunt Valley, MD, US
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