Verified recordFinancial Services

Suzanne Marshall

Vice President Investments - Tanner Wealth Management Group - Stifel at Stifel Financial Corp

Based in Indianapolis, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Indianapolis

Industry

Financial Services

Company size

7.3K

Contact information

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Email

1 credit

s•••••••@stifel.com

Phone

5 credits

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Background

About Suzanne Marshall

Suzanne Marshall is a financial advisor with Tanner Wealth Management Group of Stifel. With more than 35 years of experience in the financial services industry, she advises clients in the areas of retirement planning, college planning, investment management, risk management, asset allocation, and the implementation of estate planning strategies. Her client relationships are firmly built around integrity, confidentiality and communication. In addition to Suzanne, Tanner Wealth Management Group is comprised of financial advisor Gene Tanner and Registered Client Service Associate Kate Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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