Scott T. Marshall,  CFP<sup>&reg;</sup> - Financial Advisor

Scott T. Marshall, CFP®

CPA,

Partner

Rivertree Financial Planning LLC

2630 Ridgewood Rd, Ste C
Jackson, MS 39216
FINANCIAL ADVISOR'S WEBSITE
(601) 714-1668

General

Scott Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rivertree Financial Planning LLC in Jackson, MS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: Mississippi
  • Health/disability insurance: Mississippi

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton, CO 80120 303-797-9080. Rivertree Financial Planning, LLC and The Leaders Group, Inc. are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Starting a Family, Long-term Care, Sudden Wealth

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