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portrait of Marsha K Spear
FINANCIAL ADVISOR

Marsha K Spear

CFP®
295 Rucker Road, Suite 150, Alpharetta, GA 30004opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

About Marsha

After 28 amazing years with Edward Jones, I am currently in the process of transitioning to retirement. My actual retirement date is June 2026. In the meantime, I am working with a few hand-selected financial advisors with Edward Jones to transition my clients to their care.

I have been privileged to work with individuals, business owners, blended families and families with special needs who are faced with the challenges of wealth in an increasingly complex investment environment to find the investments that fit their life’s goals. My clients are real people with real concerns working toward real goals. Through the years...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 1996 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Pittsburgh-PittsburghMBA (Masters of Bus Admin)
  • Univ of Pittsburgh-PittsburghBachelor of Science

Personal Interests

  • Cycling
  • Hiking
  • Music
  • Traveling
  • Spending Time with Family

Team Members

  • Kristen Kepler
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(770) 754-5018

Fax

(888) 730-8169

Office Address

295 Rucker Road
Suite 150
Alpharetta, GA 30004opens in a new window

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