John Marshall Iv, Cfp®, Cdfa®
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John Marshall Iv, Cfp®, Cdfa® Email & Phone Number

Financial Advisor at CAPTRUST
Location: Cincinnati, Ohio, United States 8 work roles 2 schools
1 work email found @captrustadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@captrustadvisors.com
LinkedIn Profile matched
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Current company
CAPTRUST
Role
Financial Advisor
Location
Cincinnati, Ohio, United States
Company size
621 employees

Who is John Marshall Iv, Cfp®, Cdfa®? Overview

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Quick answer

John Marshall Iv, Cfp®, Cdfa® is listed as Financial Advisor at CAPTRUST, a with 621 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for John Marshall Iv, Cfp®, Cdfa®.

John Marshall Iv, Cfp®, Cdfa® previously worked as Financial Planning Specialist at Captrust and Relationship Strategist, Assistant Vice President at Pnc. John Marshall Iv, Cfp®, Cdfa® holds Finance, Marketing, International Business from University Of Cincinnati, Carl H. Lindner College Of Business.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating John Marshall Iv, Cfp®, Cdfa®'s masked contact details.

*@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for John Marshall Iv, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About John Marshall Iv, Cfp®, Cdfa®

John Marshall Iv, Cfp®, Cdfa® is a Financial Advisor at CAPTRUST. He possess expertise in marketing, marketing communications.

Listed skills include Marketing and Marketing Communications.

Current workplace

John Marshall Iv, Cfp®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Financial Advisor
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
AeroLeads page
Company profile
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8 roles

John Marshall Iv, Cfp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Captrust

Cincinnati, Oh, Us

Financial Planning Specialist

Captrust

Relationship Strategist, Assistant Vice President

Pnc

Cincinnati, Oh

Aug 2019 - Oct 2021

Wealth Strategy Senior Analyst

Pnc

Cincinnati Area, Ky

Jun 2017 - Aug 2019

Wealth Management Associate

Pnc
Aug 2016 - Jun 2017

Procurement Co-Op

Meritor

Florence, Ky

-Sourced 200 parts with supply chain breaks to new vendors for a total of $250,000-Created a Top 10 reporting system to analyze parts with supply chain breaks by category to increase sourcing efficiency -Contacted vendors of 1,441 parts to verify exact matches of material and build to be used by senior managers in an on-going acquisition-Held weekly and bi-weekly meetings with a cross-functional team of 10-15 buyers, project managers, and finance professionals to cut down on sales lost due to the lack of inventory-Performed impact analysis on parts to determine the potential risks and consequences of a change-Managed over 300 Purchase Orders for various buyers using Oracle to ensure accuracy

Aug 2013 - Dec 2013
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

KE Kailee Elsen Kailee Elsen Colleague at CaptrustWest Des Moines, Iowa, United States View → DB Denise Buchanan Denise Buchanan Colleague at CaptrustUnited States View → WP William Paxton, J.D., Cfp® William Paxton, J.D., Cfp® Colleague at CaptrustGreater Lynchburg Area, United States View → KC Karen Culver Karen Culver Colleague at CaptrustMacungie, Pennsylvania, United States View → HF Heather Ford Caussade, M.S., Cfp® Heather Ford Caussade, M.S., Cfp® Colleague at CaptrustSan Antonio, Texas, United States View → MB Matt Brissette Matt Brissette Colleague at CaptrustRaleigh, North Carolina, United States View → DD Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Colleague at CaptrustSanta Barbara, California, United States View → NC Nick Capone Nick Capone Colleague at CaptrustPhiladelphia, Pennsylvania, United States View → CW Carolin Warrick Carolin Warrick Colleague at CaptrustGreater Montgomery Area, United States View → ES Erin Spivak Erin Spivak Colleague at CaptrustSan Francisco Bay Area, United States View →
2 education records

John Marshall Iv, Cfp®, Cdfa® education

Finance, Marketing, International Business

University Of Cincinnati, Carl H. Lindner College Of Business
FAQ

Frequently asked questions about John Marshall Iv, Cfp®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does John Marshall Iv, Cfp®, Cdfa® work for?

John Marshall Iv, Cfp®, Cdfa® works for CAPTRUST.

What is John Marshall Iv, Cfp®, Cdfa®'s role at CAPTRUST?

John Marshall Iv, Cfp®, Cdfa® is listed as Financial Advisor at CAPTRUST.

What is John Marshall Iv, Cfp®, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for John Marshall Iv, Cfp®, Cdfa® at CAPTRUST.

Where is John Marshall Iv, Cfp®, Cdfa® based?

John Marshall Iv, Cfp®, Cdfa® is based in Cincinnati, Ohio, United States while working with CAPTRUST.

What companies has John Marshall Iv, Cfp®, Cdfa® worked for?

John Marshall Iv, Cfp®, Cdfa® has worked for Captrust, Pnc, Luxottica Retail North America, Anderson Ace Hardware, and Meritor.

Who are John Marshall Iv, Cfp®, Cdfa®'s colleagues at CAPTRUST?

John Marshall Iv, Cfp®, Cdfa®'s colleagues at CAPTRUST include Kailee Elsen, Denise Buchanan, William Paxton, J.D., Cfp®, Karen Culver, and Heather Ford Caussade, M.S., Cfp®.

How can I contact John Marshall Iv, Cfp®, Cdfa®?

You can use AeroLeads to view verified contact signals for John Marshall Iv, Cfp®, Cdfa® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did John Marshall Iv, Cfp®, Cdfa® attend?

John Marshall Iv, Cfp®, Cdfa® holds Finance, Marketing, International Business from University Of Cincinnati, Carl H. Lindner College Of Business.

What skills is John Marshall Iv, Cfp®, Cdfa® known for?

John Marshall Iv, Cfp®, Cdfa® is listed with skills including Marketing and Marketing Communications.

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