Advisor profile


My approach

Steven T Marshall - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Steven T Marshall - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Investments
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Charitable Giving
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
37
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
  • FINRA licenses: Series 6, 7, 63, 65,
  • Life, Accident and Health
  • Ameriprise Private Wealth Advisor

Education

  • Bachelor of Science - Behavorial Management, Shippensburg University
  • College for Financial Planning, Denver Colorado

Interests

  • Helping others find their passion and guiding them towards achieving their happiness.
  • My Passion: Spending time with my wife Marilyn and our 3 adult children.
  • Relaxing at the beach with family and close friends.
  • I enjoy making at least one person happy each day.
  • My interests include all outdoor activities to include biking, hiking, sailing, off-shore fishing, skiing, reading, fine food and volunteer activities.

Community participation

Devotion To Children, an organization providing access to high quality educational and childcare programs for children ages six and under from economically disadvantaged families.

FACETS volunteer (Fairfax Area Christian Emergency and Transitional Services): a non-profit organization providing comprehensive programs & services, including supportive housing, basic needs & emergency assistance, educational programs, eviction prevention services, medical outreach, and counseling.

Awards & recognition

  • Ameriprise Diamond Ring Club, 2012 - 2020
  • Ameriprise Circle of Success, 1998 - 2020
  • Five Star Wealth Manager, 2018 - 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.