Scott Marshall

Background

About Scott Marshall

As an Edward Jones financial advisor, I want to understand what is important to you. We use an established process to build personalized strategies to help you achieve your goals. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. Whether saving for retirement, living in retirement, preparing for the unexpected, saving money on tax or helping the next generation through school we will partner with you throughout your life to help keep you on track. When complex cases arise we are supported by our Client Consultation Group, a group of professionals to help guide you along the way. Our office is run by Senior Branch Office Administrator, Paula, who has over 9 years of experience and together, our goal is to provide the highest level of service to our clients. Relationships are key, and I believe, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. When not in the office I enjoy spending time with my wife Julie and sons Jack and Bodie. Hobbies I enjoy include skiing, hockey, fishing and in the Summer time spent up north. I am grateful to the families and business owners who employ us and look forward to meeting similar people who we can serve. Financial Advice|Wealth Preservation| Retirement Transition|Estate Considerations