John Marshall, CFP®, CDFA®

Financial Advisor | Relationship Management

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Biography
Credentials & Awards
Location(s)

John Marshall is a wealth management financial advisor based in Dayton, OH.

John delivers customized guidance to individuals and families, supporting both short- and long-term priorities. His financial planning work focuses on education, collaboration, and steady progress over time.

Prior to joining CAPTRUST, John served as a relationship strategist at PNC Private Bank.

John earned his Bachelor of Business Administration in finance and marketing from the University of Cincinnati.

Outside of the office, John enjoys spending time with his wife and family, traveling, boating, and staying active.

Education

  • Bachelor of Business Administration in finance and marketing, University of Cincinnati

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Divorce Financial Analyst®

Resources

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