Marshall and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Mark S Marshall, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Mark S Marshall

CFP®, MBA, LUTCF®, CLU®

Private Wealth Advisor

Business Financial Advisor
Visit Mark S Marshall's website
Travis Keller, Associate Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Travis Keller

CRPC

Associate Financial Advisor

Visit Travis Keller's website

Team

Cherrie Moreno

Cherrie Moreno

Operations Specialist

Roles & Responsibilities

  • Cherrie has a background in Foreign Exchange and Money Transfers. Her current responsibilities include the following:
  • Investment Trading Overview and Reports
  • Investment Trading Support
  • Money Movement Requests
  • Account Activity Monitoring and Reports
  • She assists in handling the processing of forms and paperwork for client service requests.
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