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William P Marshall, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

William P Marshall

CFP®, ChFC®, CLU®, CRPC, RICP®

Private Wealth Advisor

Marshall Private Wealth Management

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • B.S.B., LaSalle University, 1989, Finance & Marketing
  • ChFC®, American College, Bryn Mawr, PA
  • CLU® , American College, Bryn Mawr, PA
  • CFP® , Washington, DC

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2012-2014, 2017-2019
  • Ameriprise Circle of Success, 1997-2023
  • Ameriprise Circle of Success Hall of Fame, 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Actively involved with and continued corporate sponsor of the Philadelphia Cystic Fibrosis Foundation - Wishes and Dreams

Katie Kirlin Fund for wheelchair athletes - corporate sponsor

  • Bucks County Estate Planning Council
  • Urban Promise Helps young adults with necessary life skills
  • Good Works - Restoring hope for low-income home owners
  • Active within St. Joan of Arc Parish
  • St. John Neumann & Goretti Catholic High School

Interests

  • Spending quality time with my family
  • Traveling the Caribbean
  • I do enjoy playing golf and working out at the gym
  • Volunteering at local food banks twice a year