Chad Marshall

Background

About Chad Marshall

LET'S CONNECT IF YOU ARE:* You would like a second opinion on your financial situation and goals.* Concerned about how to pay for college.* Receiving an inheritance, settlement, or proceeds from the sale of a home or business.* Recently divorced or widowed and want to get a handle on your finances.* New to the Western North Carolina area and would like to work with a local advisor.* Anxious that you may not be adequately insured. OR:* Responsible for operating a business retirement plan (401(k), 403(b), Defined Benefit, etc.).* Your current advisor is not meeting expectations. Our goal is to be your lifetime resource and partner, entrusted with your financial wellbeing. Our most deeply held principle is that clients come first. We strive to understand what matters most to you and then create a personalized, financial road map to help achieve those goals. Our wealth management process encompasses: portfolio construction, liability management, retirement planning, and asset protection. My Team strives to provide an exemplary level of service and tap the global resources of Wells Fargo Advisors to provide world-class advice. This information is intended for use by residents of CA, CO, FL, GA, LA, MN, NC, NJ, OH, SC, TN, TX, VA, WA, and WV only. CA Insurance License #0H61933. Resident State: Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social