I work hard to deliver... advice and solutions that make sense for the customer’s individual needs and risk tolerance.
With 43 years of banking experience, Marshall’s expertise lies in overseeing and managing the Wealth Management Division, which also involves administering estates, trusts, individual retirement accounts (IRA’s) and investment management accounts.
His formal education includes a B.S. in Business and Minor in Economics from Shepherd College. Also he has received the basic, standard and advanced banking certificates from the American Institute of Banking and several trust professional schools through Cannon Financial Institute. Marshall is also a Certified Trust and Financial Advisor (CTFA), Certified Securities Operations Professional (CSOP) and a Certified IRA Services Professional (CISP).
His community involvement includes being Treasurer of the United Way of Northern Shenandoah Valley, a Board of Director of Winchester Host Lions Club, Secretary/Treasurer of WHL Charities, Inc. and Master Mason in the Winchester Hiram Lodge #21 and more.