David P. Marshall

QPFC, CRPS
The Marshall-Amato-Buxton Group

Marshall David ADvisor Portrait lgDavid P. Marshall is a Director and Senior Qualified Plan Consultant with The Marshall-Amato-Buxton Group. Mr. Marshall has been in the industry since 1983 providing over 32 years of highly specialized experience on the management and design of qualified and non-qualified retirement plans. In his role as Director, he orchestrates and presents onsite and one-on-one financial education to plan employees and executives while understanding and representing each company’s culture as it relates to retirement benefits. Mr. Marshall is responsible for over 40 corporate plans across the country with over 20,000 plan participants where he travels to interact with participants and executives at their remote regional locations. In 2016, he was recognized as one of the Financial Times Top 401(k) Plan Advisers, which recognizes the top financial advisers who specialize in serving defined contribution retirement plans.

www.bairdfinancialadvisor.com/themabgroup/index.htm
503-273-4940
The Marshall-Amato-Buxton Group
Portland, OR
Client Plans: 47
Participants: 12,000