Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile
Marshall has spent his entire career with Merrill Lynch Wealth Management, joining in February 2016 after graduating from The University of Maryland College Park with a bachelor's degree in Economics. He prides himself on being a valuable resource for clients, committed to helping affluent individuals and families make sound financial decisions based on their unique circumstances and goals.
He focuses on the development of new investment relationships - working closely with a largely referred clientele - and he is responsible for constructing and managing customized wealth management strategies, including private equity, real estate, hedge funds, and alternative investments. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, as well as the Certified Plan Fiduciary Advisor™ and Chartered Retirement Planning Counselor™ professional designations.
Marshall believes that no matter how much money a client may have, putting a retirement strategy in place is one of the most important things he can help an individual do while working on an overall financial strategy. He also offers small- and mid-sized business owners access to retirement plan administration services, as well as cash management, succession strategies and credit and lending through Bank of America.
He and his wife, Emily, live in Annapolis with their Chocolate Lab, "Bear". When out of the office, he enjoys playing golf, boating on the Chesapeake Bay, skiing, and watching Emily's Alabama Crimson Tide compete for National Championship #19.
-
EDUCATION
University of Maryland College Park
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
.jpg)
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Kristina Gentle
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.