portrait of Dan Marsh
FINANCIAL ADVISOR

Dan Marsh

CFP®, AAMS™
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Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Music
  • Golfing
  • Baseball

Team Members

  • Carla Hall
    Sr. Branch Office Administrator

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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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