The Team

Marshall and Associates

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Mark S Marshall

Mark S Marshall

Private Wealth Advisor

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Designations

CFP®, CLU®, LUTCF, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Family Finances

Education

CFP - Certified Financial Planner; College for Financial Planning, Denver, CO, MBA - Finance; Crummer Graduate School of Business, Rollins College, Winter Park, BS - Education; Florida State University, Tallahassee, FL

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Beverly Noble

Beverly Noble

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Education

Bachelor of Arts, Business Administration, Eckerd College
AR License #494231

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Our Staff

Cherrie Moreno

Cherrie Moreno

Operations Specialist

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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.
Travis Keller

Travis Keller

Financial Planning Assistant

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Qualifications

  • University of Central Florida, Orlando, Florida, B.S. Finance

Roles & Responsibilities

  • Travis is responsible for supporting the investment research and trading aspects of our investment management program as well as being involved in the preparation of our financial advisory services.
  • Assists with mutual fund, ETF and stock research
  • Assists with account trading preparation
  • Assists with portfolio and account level review preparation
  • Assists with the collection and organization of the clients financial data for financial planning services.
Carol Battle

Carol Battle

Client Service Coordinator

Financial Planning Assistant
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Qualifications

  • Avila College, Kansas City, Missouri, Bachelor of Science, Business Administration
  • Carol has over 20 years experience in the brokerage industry. She obtained her Series 7 amd Series 63 in 1996

Roles & Responsibilities

  • Manage and maintain Client Calendar
  • Client Services
  • Assisting with Trades
Diane McCarty

Diane McCarty

Marketing Specialist

Event Planner
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Qualifications

  • Rollins College, Winter Park, Florida, Bachelor of Arts, Organizational Behavior

Roles & Responsibilities

  • Maintain and update Social Media platforms
  • Plan and facilitate Client Events and Educational Seminars