Michael holds a FINRA General Securities Series 7 registration, and has been licensed since 1992. He joined Capital Analysts of New England in 1999 after building his 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. He strives to add value to his clients by focusing on service and education.
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.
Marshall Wealth Management is independent and not affiliated with Lincoln Investment and Capital Analysts.