Michael is a General Securities representative, and has been licensed since 1992. He joined Capital Analysts of New England in 1999 after building a successful Investment Advisory Practice at American Express Financial Advisors and LPL Financial Services. Michael specializes in servicing his clients' overall financial needs including Asset Management, Retirement Planning, Estate and Insurance Planning. His unique approach of adding value by focusing on client service and education distinguishes Mike amongst his peers and has earned him the Freedom Award for outstanding client service. A member of the Financial Services Institute since 2005, he has also been recognized by Capital Analysts Incorporated as a member of its “Circle of Excellence” since 1999.
In Addition to his financial planning practice, he is president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Norfolk County Sheriff Clifford H. Marshall. Michael and his wife, Patricia, have two children, Rachel and Michael Jr.
For more information, please visit Marshall Wealth Management.