Lindy Marshall
VP, Administration and Marketing at Marshall Financial Group
Based in Hunt Valley, United States
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Seniority
Vp
Department
Other
Location
Hunt Valley
Industry
Financial Services
Company size
17
Contact information
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l•••••••@marshallfinancialgroup.com
Phone
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Background
About Lindy Marshall
Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. I came onboard at Marshall Financial in 2008 after an extensive background in the marketing world. My responsibilities include managing all of our marketing, team culture, and client retention initiatives. I also oversee administration and human resources, as well as the overall strategic direction of the firm. At Marshall Financial Group we are very committed to creating client relationships based on trust, mutual respect and genuine care. Contact me today at or lindy@marshallfinancialgroup.com. The Marshall Financial Group, LLC. is a registered investment adviser with the Securities and Exchange Commission (SEC). Specialties Comprehensive Financial Planning and Investment Services in Hunt Valley, MD
Decision-makers
Other people at Marshall Financial Group
- PMC-Team
Pete Marshall
President, Senior Financial Advisor · Finance & Accounting
- SBOther
Stefanie Beck
, & · Other
- APDirector
Anthony Pugliese
Partner, Senior Financial Advisor, Director of Investment Management · Finance & Accounting
- SDStaff
Sheila Diaz
Operational Specialist · Operations
- APDirector
Anthony Pugliese
Partner, Senior Financial Advisor, Director of Investment Management · Finance & Accounting
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