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Sarah Jones

Client Service and Operations Specialist at Marshall Financial Group

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MARSHALL FINANCIAL GROUP

MARSHALL FINANCIAL GROUP

  • description Description
    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 pha...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Marshall Financial Group Org Chart and Mapping

Employees

Amy Sommers

Registered Client Service Associate

Pete Marshall

President, Senior Financial Advisor

Sarah Jones

Client Service and Operations Specialist

Jesse Kapito

Investment Operations Analyst

Lisa Pezzella

Financial Services Specialist

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  • Phone number  :  (***)-***-****
  • Email  :  s****@marshallfinancialgroup.com

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