Scott Marshall is the president and CEO of Marshall Grezlak, Inc. in Doylestown, Pennsylvania. He graduated from West Chester University in 1995, and holds FINRA Series 6, 7, 24, 51, 63, and 99 licenses. Scott is also a member of the Financial Planning Association, Financial Services Institute, and Lenape Valley Foundation. He joined Cambridge in 2002 and was a 2016 Spirit of Cambridge honoree. Scott’s goal is to make a positive impact on the lives of his clients by understanding the unique goals and needs of his clients. Scott says that the most important thing in his life is his family, finding inspiration in his “supermom” wife and two amazing sons. In his free time, he finds himself at the golf course or coaching his younger son’s soccer team.
Marshall Grezlak, Inc. is located in Doylestown, Pennsylvania, and focuses on college, retirement, investment, tax, estate, and insurance planning, as well as risk management and budgeting. Scott and his team are dedicated to working with their clients every step of the way, and believe that coordination of each element of their clients’ financial plans is crucial to achieving long-term financial success. Their mission is the deliver high-quality, low-cost financial planning services that are designed to help clients reach their financial goals and independence. https://marshallgrezlak.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge Investment Research, Inc.and Marshall Grezlak, Inc. are not affiliated.