As an Edward Jones financial advisor, I use an established process to learn what is most important to my clients. I build personalized strategies to help achieve their desired goals. And most importantly, I continue to work with them throughout their whole life to help them stay on track.
I joined Edward Jones in 2004, opening a branch in Dubuque, IA. I became a limited partner of Edward Jones in 2011, 2013 and 2019. I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
In 2017, 2018 and 2019, I qualified to attend Edward Jones Annual Women's Conference, an honor reserved for the firm's top 250 women financial advisors. I also qualified in 2018, 2019 and 2021 to attend the annual Edward Jones Financial Advisors Leaders Conference, an honor reserved for the firm's top 1,200 financial advisors.
I graduated summa cum laude and earned my Bachelor of Arts degree in both finance and real estate at the University of Northern Iowa. I have held numerous leadership roles within our firm and am currently serving on the Edward Jones Investment and Education Committee. I also serve locally as treasurer and board member for the Dubuque Arboretum and Botanical Gardens.
I reside in Dubuque, IA, with my husband, Brad, and our three children, Lexy, Gavin and Claire. We enjoy skiing, watching movies and just spending time together as a family.
I work alongside my amazing branch office administrators, April Hanson and Katie Preston, who are dedicated to providing our clients with the highest level of service possible.
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Spending Time with Family
- Movies & Entertainment
- Personal Fitness
Phone NumberMarsha M Abbott at (563) 582-0770
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