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Marshall Rathmell, Cpa, Pfs, Cfp® is listed as Financial Planner and CEO at BCR® Wealth Strategies at BCR Wealth Strategies, based in Birmingham, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Marshall Rathmell, Cpa, Pfs, Cfp®.
Marshall Rathmell, Cpa, Pfs, Cfp® previously worked as Financial Planner and CEO at Bcr Wealth Strategies and Accounting Policy Manager at Bbva Compass. Marshall Rathmell, Cpa, Pfs, Cfp® studied at Leadership Birmingham.
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Marshall’s time is split at BCR Wealth allowing him to continue his enjoyment of working with the financial puzzles clients bring to the table while managing the firm and mentoring associates who will one day take care of our clients themselves.Marshall was born and raised in Birmingham. At least six generations of his family have called Birmingham home, as well. He is fortunate to have a large number of family members living within a short distance of his home.Marshall is committed to community service and serves in leadership positions in several of Alabama’s non-profit organizations. His community service has lead him to being in the Leadership Birmingham class of 2018 and having been named 2015 Top 40 Under 40 by the Birmingham Business Journal.Marshall invests in the next generation by speaking to Personal Finance classes at both Auburn University and The University of Alabama. The Financial Planning Association (FPA) of The University of Alabama and Penn State University have welcomed Marshall to speak during its meetings giving members the opportunity to hear real life examples of the finance industry. In addition, Marshall has spoken with individuals of all ages- The Highlands UMC Child Development Preschool Class and the New Horizons class at UAB which is a community group of men and women of retirement age that organizes lectures and other activities centered around topics of general interest.
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Vestavia, AL, US
At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment.
Birmingham, AL, US
Worldwide, OO
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Marshall Rathmell, Cpa, Pfs, Cfp® works for BCR Wealth Strategies.
Marshall Rathmell, Cpa, Pfs, Cfp® is listed as Financial Planner and CEO at BCR® Wealth Strategies at BCR Wealth Strategies.
Marshall Rathmell, Cpa, Pfs, Cfp® is based in Birmingham, Alabama, United States while working with BCR Wealth Strategies.
Marshall Rathmell, Cpa, Pfs, Cfp® has worked for Bcr Wealth Strategies, Bbva Compass, and Deloitte.
You can use AeroLeads to view verified contact signals for Marshall Rathmell, Cpa, Pfs, Cfp® at BCR Wealth Strategies, including work email, phone, and LinkedIn data when available.
Marshall Rathmell, Cpa, Pfs, Cfp® studied at Leadership Birmingham.
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