Marshall Private Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Marshall Private Wealth Management
Team photo for Marshall Private Wealth Management

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Advisors

William P Marshall

CFP®, ChFC®, CLU®, CRPC, RICP®

Private Wealth Advisor

Managing Director of Marshall Private Wealth Management
Visit William P Marshall's website

Brandon Marshall

CRPC, APMA

Financial Advisor

Visit Brandon Marshall's website


Team

Brian Lucas

Brian Lucas

Financial Planning Specialist

Qualifications

  • BS in Marketing and Economics
  • Licenses: Life, Accident, Health, Series 7 & 66

Roles & Responsibilities

  • Assist in Servicing Clients
  • Gathering and Analyzing Client Data
  • Preparing financial plans, completing trades
  • Conducting Investment Research
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Crystal Busse

Crystal Busse

Client Service Specialist

Qualifications

  • National Notary Association

Roles & Responsibilities

  • Maintains office Services
  • Planning all client events for the year
  • Manage websites while promoting the brand
  • Office operations, procedures and compliance supervision
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