Marshall’s time is split at BCR Wealth allowing him to continue his enjoyment of working with the financial puzzles clients bring to the table while managing the firm and mentoring associates who will one day take care of our clients themselves.
Marshall holds several certifications including his CFP®, CPA and PFS. All of these together, paired with years of experience, make him a knowledge bank for our team. When someone needs clarification on a complex planning strategy, Marshall is the guy we call.
Marshall is committed to community service and serves in leadership positions in several of Alabama’s non-profit organizations. His community service has led him to being in the Leadership Birmingham class of 2018 and having been named 2015 Top 40 Under 40 by the Birmingham Business Journal.
Marshall and his wife have two children, a boy and a girl who are involved in a myriad of afterschool activities. At least six generations of Marshall’s family call Birmingham home, he feels very fortunate to have such a large number of family members living close by.