John Marshall Iii, Mba, Crpc® Email & Phone Number

John started in the financial services industry with Merrill Lynch in 1999. After attending graduate school and working in another area of the financial services industry for 5 years, he re-joined Merrill Lynch as a financial advisor in 2010. His focus is on building wealth for individuals, their families and their businesses. John also focuses on helping small business owners provide retirement savings plans for their employees and themselves. John’s approach is simple, to provide world class service for each of his clients. He will work with you to formulate a written plan that takes all of your goals and dreams into consideration. To help you achieve your goals, John will make recommendations that are tailored to your specific needs. Merrill Lynch’s open architecture allows John to offer the highest quality, and the most objective advice. He will be invested in your continued success; as such will follow up quarterly to review the progress and performance of your investments. John holds the Certified Special Needs Advisor, (CSNA), title within Merrill Lynch. He achieved the designation to help preserve the security and quality of life for families of children or loved ones with significant disabilites.John graduated from The College of New Jersey (TCNJ) with a B.A. in Psychology. He also earned an MBA from the University of Kentucky’s Gatton School of Business. John currently serves on the board of directors of the Children’s Haven group home. His is also a regular motivational speaker at TCNJ, Seton Hall and public elementary schools in Newark and Clifton, New Jersey.

Listed skills include Series 7, Series 63, Securities, Pensions, and 9 others.