Wealth Manager
Current
Dec 2023 - Present
AeroLeads people directory · profile
Stephen Marshall Email & Phone Number
Chartered Financial Planner
at
Davy
1 work email found
@davy.ie
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner
Location
Belfast Metropolitan Area, United Kingdom
Company size
Who is Stephen Marshall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Marshall is listed as Chartered Financial Planner at Davy, a with 773 employees, based in Belfast Metropolitan Area, United Kingdom. AeroLeads shows a work email signal at davy.ie and a matched LinkedIn profile for Stephen Marshall.
Stephen Marshall previously worked as Wealth Manager at Davy and Assistant Wealth Manager at Davy. Stephen Marshall holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
Company email context
Email format at Davy
This section adds company-level context without repeating Stephen Marshall's masked contact details.
{first}.{last}@davy.ie
89% confidence
AeroLeads found 1 current-domain work email signal for Stephen Marshall. Compare company email patterns before reaching out.
Profile bio
About Stephen Marshall
Stephen Marshall is a Chartered Financial Planner at Davy. He possess expertise in microsoft office, leadership, teamwork, financial analysis, microsoft excel and 1 more skills.
Listed skills include Microsoft Office, Leadership, Teamwork, Financial Analysis, and 2 others.
Current workplace
Stephen Marshall's current company
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6 roles
Stephen Marshall work experience
A career timeline built from the work history available for this profile.
Assistant Wealth Manager
Current
Dec 2021 - Present
Portfolio Analyst
Oct 2018 - Dec 2021
Fund Analyst
Jun 2016 - Jun 2017
Customer Assistant
Oct 2013 - Jun 2016
Counsellor
Muskoka Woods Sports Resorts
Jun 2013 - Aug 2013
Team & coworkers
Colleagues at Davy
Other employees you can reach at davy.ie. View company contacts for 773 employees →
CB
Catalin Bondari
Colleague at DavyDublin, County Dublin, Ireland
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ÁN
Áine Nic Suibhne
Colleague at DavyIreland
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CM
Colm Molloy
Colleague at DavyCounty Galway, Ireland
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RP
Ronan Patrick Hurley
Colleague at DavyIreland
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AF
Alison Fagan
Colleague at DavyIreland
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AK
Anita K.
Colleague at DavyCounty Dublin, Ireland
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LS
Lucian Sturza
Colleague at DavyIreland
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CB
Conor Blayney
Colleague at DavyIreland
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KO
Karen O'Connor
Colleague at DavyDublin, County Dublin, Ireland
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FM
Fiona Mcnelis
Colleague at DavyIreland
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Catalin Bondari
Colleague at DavyDublin, County Dublin, Ireland
View →
ÁN
Áine Nic Suibhne
Colleague at DavyIreland
View →
CM
Colm Molloy
Colleague at DavyCounty Galway, Ireland
View →
RP
Ronan Patrick Hurley
Colleague at DavyIreland
View →
AF
Alison Fagan
Colleague at DavyIreland
View →
AK
Anita K.
Colleague at DavyCounty Dublin, Ireland
View →
LS
Lucian Sturza
Colleague at DavyIreland
View →
CB
Conor Blayney
Colleague at DavyIreland
View →
KO
Karen O'Connor
Colleague at DavyDublin, County Dublin, Ireland
View →
FM
Fiona Mcnelis
Colleague at DavyIreland
View →
2 education records
Stephen Marshall education
Chartered Financial Planner, Financial Planning And Services
Finance, Management School, First Class Honours
FAQ
Frequently asked questions about Stephen Marshall
Quick answers generated from the profile data available on this page.
What company does Stephen Marshall work for?
Stephen Marshall works for Davy.
What is Stephen Marshall's role at Davy?
Stephen Marshall is listed as Chartered Financial Planner at Davy.
What is Stephen Marshall's email address?
AeroLeads has found 1 work email signal at @davy.ie for Stephen Marshall at Davy.
Where is Stephen Marshall based?
Stephen Marshall is based in Belfast Metropolitan Area, United Kingdom while working with Davy.
What companies has Stephen Marshall worked for?
Stephen Marshall has worked for Davy, Deutsche Bank, Tesco, and Muskoka Woods Sports Resorts.
Who are Stephen Marshall's colleagues at Davy?
Stephen Marshall's colleagues at Davy include Catalin Bondari, Áine Nic Suibhne, Colm Molloy, Ronan Patrick Hurley, and Alison Fagan.
How can I contact Stephen Marshall?
You can use AeroLeads to view verified contact signals for Stephen Marshall at Davy, including work email, phone, and LinkedIn data when available.
What schools did Stephen Marshall attend?
Stephen Marshall holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
What skills is Stephen Marshall known for?
Stephen Marshall is listed with skills including Microsoft Office, Leadership, Teamwork, Financial Analysis, Microsoft Excel, and Team Building.
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