Steven Marshall & Associates

Advisors

Steven T Marshall

Steven T Marshall

CFP®

Private Wealth Advisor

Managing Director
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Jeremy Marshall

Jeremy Marshall

CRPC®

Financial Advisor

Visit Jeremy Marshall's website

Team

Angie Gray

Angie Gray

Client Service Coordinator

Qualifications

  • George Mason University, Bachelor of Arts in American Studies & Spanish
  • Licenses: Health, Life & Annuities Producer for Virginia

Roles & Responsibilities

  • Committed to serving our clients and advisors and maintaining relationships while managing business processes and follow up for all financial planning activities.
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Ashley Patterson

Ashley Patterson

Administrative Assistant

Qualifications

  • George Mason University, Bachelor of Arts

Roles & Responsibilities

  • Supports our unique client service system and is your first point of contact when calling our office. Ashley will handle all your scheduling needs within our office.
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