Monte Marshall Email & Phone Number

Since joining the industry in 2004, and as a Financial Consultant with NBC Securities, Inc., Mr. Marshall is trained to assess a client goals and objectives by gaining the knowledge necessary to provide advice, counsel and recommendations from a wide choice of investment alternatives, in an effort to focus on the appropriate investment solution — whether that solution involves a complete long range investment program or a more narrowly focused plan to address more immediate needs. NBC Securities, Inc., affords him the ability to provide the balance and flexibility to focus on client's core values by providing superior financial solutions and services. Mr. Marshall values the relationships he has with clients and is excited about future opportunities.Prior to joining the insurance industry, Mr. Marshall played and coached in the Los Angeles Dodgers organization being drafted in 1996 with a highlight of playing against the New York Mets in a Major League Spring Training game in 1997.Mr. Marshall is a 1996 graduate of Birmingham-Southern College with a degree in Business Finance. He lives in Birmingham, AL along with his wife, Emily and their daughter, Cheryl Kaye.FINRA Licenses: Series 6, Series 63, Series 65Life & Health Insurance Licenses

Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Tax Efficiency, and 5 others.

• 

  Birmingham Southern

  Business Finance