Biographies of George & Jacqueline Marshall

George & Jacqueline are experienced professionals with a “hands on” approach to financial planning. They are dedicated to building long term relationships with their clients and providing their clients with sound financial guidance.
 

George J. Marshall, Jr.

George J. Marshall, Jr. has over 30 years experience in the financial services industry.  After earning his Bachelor of Science (B.S.) degree from State University of New York, College at Plattsburgh, George began his working career as a Sales Representative for Procter & Gamble.  In 1986 George joined Kidder Peabody & Co. and began his career as a Registered Representative.   In 1989 George founded Marshall Associates Financial Professionals.  George is a Registered Representative and Investment Advisor Representative (IAR).  George holds FINRA Series 7, Series 63 and Series 66 licenses and New York State Life Insurance license.  George is a registered New York State tax preparer with the New York State Department of Taxation and Finance and has completed Income Tax Preparation Training through H&R Block.  George is a Securities Industry Arbitrator and member of the FINRA Dispute Resolution Board of Arbitrators.  Also, George is a member of OnDaWa Masonic Lodge #820 F&AM and Director/Board Member of The Sportsmen's Club of Clifton Park.

 

Jacqueline W. Marshall

Jacqueline "Jackie" W. Marshall has over 35 years experience in the financial services industry.  After earning her Bachelor of Science (B.S.) degree from Cornell University, Ithaca, NY, Jackie began her financial services career in 1983 with INVEST/ISFA Corporation at Northeast Savings as a Registered Representative.  In 1991, Jackie joined her husband, George, at Marshall Associates and began a successful professional partnership with him.  Together, Jackie and George provide a dynamic and balanced goal oriented "team" approach for each of their clients.  Jackie has earned the Certified Financial Planner™ (CFP®) designation and has earned her Master of Science (M.S.) in Financial Planning from the College for Financial Planning, Denver, Colorado.  Jackie is a Registered Representative and Investment Advisor Representative (IAR).  Jackie holds FINRA Series 7 and Series 66, and New York State Life, Accident & Health Insurance licenses.  Jackie is a Securities Industry Arbitrator and member of the FINRA Dispute Resolution Board of Arbitrators.  Also, Jackie is an active member of Grace Chapel of Clifton Park church, clogs with The Shenendehowa Cloggers, and plays bass in The Clifton Park Orchestra on the Commons.

 


Please contact us if you have any questions or would like to schedule an appointment.


George & Jackie

Marshall Associates Financial Professionals
6 Sage Court, Clifton Park, NY  12065-2008

Tel:   (518) 383-3739
Fax:  (518) 383-2235
Email:  Marshall@MarAssoc.net