Marshall Rathmell, Cpa, Pfs, Cfp® Email and Phone Number
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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Financial Planner And CeoBcr Wealth Strategies Feb 2009 - PresentVestavia, Al, UsAt 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 portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan.BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. In essence, we become our wealth management client’s “CFO” and report to our clients, who are our CEO. Long term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.
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Accounting Policy ManagerBbva Compass Jul 2007 - Feb 2009Birmingham, Al, Us• Research and maintain an active knowledge of US Accounting Governing Bodies’ (such as FASB) upcoming and recently established pronouncements• Create, implement, and maintain accounting policies for Compass Bank, a $60 billion bank holding company, and its subsidiaries including:o FAS 141R Business Combinationso FAS 157 Fair Value Measurements• Create a monthly accounting update memo to inform the accounting group and executive leadership of upcoming changes that effect Compass• On a quarterly basis, consolidate and file all 13-Fs with the SEC for Compass Bank, its parent company, and its subsidiaries • Attend and present bi-annually at the Financial Accounting and Reporting Association’s (FARA) meetings on behalf of Compass• Maintain an Equity Method Investment in a Limited Partnership to determine if adjustments to Compass’ GL should be made based on recent capital calls and fair market value• Communicate as a liaison with Compass’ external auditors and Compass employees to facilitate completing review of open items• Reconcile audit committee approved vs. external auditor invoices to prove applicability of expenses• Research and document accounting for complex transactions such as impairment of core deposit intangibles• Create financial statement notes that combine the separately audited financial statements of Compass and other subsidiaries of it’s parent company -
AuditorDeloitte Sep 2005 - Jul 2007Worldwide, Oo• Test quarterly, interim, and year end financial statements for publicly-traded and private companies• Complete walk-throughs and tested control for Sarbanes Oxley 404 Compliance• Observe, facilitate, and tested inventory counts• Initiate and maintain working relationships with clients• Assist in recruiting efforts on behalf of Deloitte & Touche• Mentor newly-hired employees and interns
Marshall Rathmell, Cpa, Pfs, Cfp® Education Details
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Leadership Birmingham -
The University Of AlabamaAccounting
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The University Of AlabamaAccounting
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Professional Partners In Philanthropy Leadership Forum
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Mountain Brook High School
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Mountain Brook Junior High
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Gresham
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Grantswood Elementary
Frequently Asked Questions about Marshall Rathmell, Cpa, Pfs, Cfp®
What company does Marshall Rathmell, Cpa, Pfs, Cfp® work for?
Marshall Rathmell, Cpa, Pfs, Cfp® works for Bcr Wealth Strategies
What is Marshall Rathmell, Cpa, Pfs, Cfp®'s role at the current company?
Marshall Rathmell, Cpa, Pfs, Cfp®'s current role is Financial Planner and CEO at BCR® Wealth Strategies.
What schools did Marshall Rathmell, Cpa, Pfs, Cfp® attend?
Marshall Rathmell, Cpa, Pfs, Cfp® attended Leadership Birmingham, The University Of Alabama, The University Of Alabama, Professional Partners In Philanthropy Leadership Forum, Mountain Brook High School, Mountain Brook Junior High, Gresham, Grantswood Elementary.
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