Welcome! I'm excited to learn about you and your goals. I do that by listening first. Let me start by saying how much I love helping people with their finances. I enjoy working with all types of clients; those who have millions, as well as those who might just be getting started in the markets. I grew up in inner city St. Louis and I learned about the markets via a national financial newspaper that my brother purchased for me as a youth. I followed that paper and others throughout my life and simply could not get enough of the markets. I went to Sanford-Brown Business College right out of high school and earned a diploma in accounting. Later in life, I went back to school to study finance at Capella University. What I have learned is that a well-organized strategy, developed via a partnership with the client and financial advisor, can make a measurable difference in ones finances. I have earned my Series 66 and Series 7 licensure. I am also licensed to sell Life and Health Insurance in the state of North Carolina. Our office uses an established process that begins by gaining an understanding of what is important to you. Only then can I build personalized strategies designed to help achieve your goals. Once these strategies are implemented, I am passionate about partnering with you throughout your life, helping you be prepared for and protected from the pitfalls in life that could knock you off track. Life happens and goals change, but this partnership allows us to adjust strategies with the purpose of your money in mind. I am proud that when clients call our office, they reach a person, not an automated service or call center. It is just one of the ways we strive to personalize your experience. Together, we can build and protect a future for your family. We'd love to hear from you. Joseph Marshall - Mobile (704-804-0749) 