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portrait of Dan Marsh
FINANCIAL ADVISOR

Dan Marsh

CFP®, AAMS™
7654 Plummer Business Drive, Troy, IL 62294opens in a new window
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About Dan

All aspects of our business are aligned to helping us better understand what is most important to you which allows us to meet each of our clients’ unique goals and needs. We provide personalized service, investments and the tools our clients need to work toward securing their financial future.

I graduated from Southern Illinois University with a bachelor's degree in business economics in 1997 and received a master's in business administration (MBA) from Saint Louis University in 2007. I have also been awarded the CFP® certification from the Certified Financial Planner Board of Standards Inc., as well as the AAMS™...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Louis UniversityMaster of Business Admin
  • Southern IL Univ CarbondaleBachelor of Science

Personal Interests

  • Traveling
  • Music
  • Golfing
  • Baseball

Team Members

  • Carla Hall
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(618) 667-2702

Fax

(866) 444-0293

Office Address

7654 Plummer Business Drive
Troy, IL 62294opens in a new window

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