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portrait of Chris Marshall
FINANCIAL ADVISOR

Chris Marshall

AAMS™
304 East Republic Road, Springfield, MO 65807opens in a new window
Accepting New Clients
CallSend Me a Message

About Chris

Our goal is to be more than just financial advisors, but trusted partners and friends. We aim to empower families to build, preserve and transfer wealth with confidence. Our vision is to help create a legacy of financial well-being, security and unity that not only strengthens family bonds but gives the client control of their financial legacy.

Our purpose is to provide personalized, comprehensive financial advice and guidance tailored to each family's unique needs and values. We prioritize transparency and unbiased advice, ensuring clients have the knowledge to confidently navigate their financial future. By fostering deep multigenerational relationships and building close...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Healthcare Professionals

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Art & Theater
  • History and Museums
  • Traveling
  • Spending Time with Family
  • Technology

Team Members

  • Olivia Parker
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(417) 881-5200

Fax

(877) 222-1633

Office Address

304 East Republic Road
Springfield, MO 65807opens in a new window

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