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Our financial advice team


Jeremy Marshall, Financial Advisor serving the Reston, VA area - Ameriprise Advisors

Jeremy Marshall

CRPC®

Financial Advisor

Steven Marshall & Associates
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Interests

  • Spending quality time with my friends and my family
  • Having an active lifestyle, traveling and visiting new places
  • Triathlons, golfing, basketball, hiking, and snowboarding
  • Acoustic guitar
  • South Carolina Gamecocks football

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Licenses: Series 7, 66
  • Virginia Health, Life, and Annuities Producer

Education

  • University of South Carolina, Bachelor of Science in Business Administration