Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Insurance
  • Business Retirement Plans

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Licenses: Series 7, 66
  • Virginia Health, Life, and Annuities Producer

Education

  • University of South Carolina, Bachelor of Science in Business Administration

Awards & recognition

  • Steven Marshall & Associates, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Honored to receive recognition

All of us at Steven Marshall & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Steven Marshall & Associates team and the great experience we work so hard to provide for our clients every day.

Interests

  • Spending quality time with my friends and my family
  • Having an active lifestyle, traveling and visiting new places
  • Triathlons, golfing, basketball, hiking, and snowboarding
  • South Carolina Gamecocks football
  • Finding the best restaurants in town