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
Marshall Coleman
Senior Financial Advisor, Vice President
Merrill Lynch
United States, Georgia, Savannah
About Me
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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