Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Family Finances
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRC® Certified Retirement Counselor®

Education

  • Bachelors of Science in Business, Financial Planning Concentration, Virginia Tech, Blacksburg, VA

Interests

  • Traveling - enjoy seeing all the U.S. has to offer currently with plans for more international trips in coming years!
  • Huge fan of sports! My favorite teams to are the Washington Capitals, Virginia Tech NCAAF and NCAAB, and the Atlanta Braves
  • Enjoys trying different cuisines, especially from each of the new places I visit Will try just about any pretzel with beer cheese available
  • Love visiting breweries and trying all types of beer. Goal of collecting stickers from each one and creating a board of them all to hang in my basement.

Community participation

  • National Capital Area Chapter of the FPA

Awards & recognition

  • Five Star Wealth Manager, 2021
  • Steven Marshall & Associates, Ameriprise Client Experience Award, 2021
  • 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.