Steven Marshall & Associates

Advisors

Steven T Marshall, Private Wealth Advisor serving the Reston, VA area - Ameriprise Advisors

Steven T Marshall

CFP®

Private Wealth Advisor

Managing Director of Steven Marshall & Associates
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Jeremy Marshall, Financial Advisor serving the Reston, VA area - Ameriprise Advisors

Jeremy Marshall

CRPC

Financial Advisor

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Team

Angie Gray

Angie Gray

Client Service Manager

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

Office Manager

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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Aubrey Love

Aubrey Love

Client Service Coordinator

Roles & Responsibilities

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