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Marshall Coleman

Senior Financial Advisor, Vice President

Merrill Lynch

United States, Georgia, Savannah

About Me

Marshall began his career at Merrill Lynch Wealth Management in 2013 after graduating from the University of Georgia’s College of Family and Consumer Sciences with a degree in Financial Planning. While at UGA, he was an active member in the Student Financial Planning Association. Marshall also volunteered as a Tax Preparer for The Volunteer Income Tax Assistance program and completed a summer internship with Merrill Lynch Wealth Management in Albany, GA. In 2015 Marshall joined the Sotus McCullough Wealth Management Team as a Financial Advisor who focuses on goals based planning. He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guid

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Profile Information

Senior Financial Advisor, Vice President

Merrill Lynch

Investment Team

Investor

Multi-Family Office

Savannah

Georgia

United States

Sep 16, 2024

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