Provenance Wealth Advisors
Financial Advisor David Marshall joined Provenance Wealth Advisors in 2021. He has built a successful business by providing a wide range of financial services to high-net-worth clients. His focus is on investments and developing retirement plans with additional experience in insurance solutions and strategic planning.
David is a graduate of the University of Pittsburgh where he earned a master’s degree in Business Administration and the University of Notre Dame where he earned a Bachelor of Science Degree in Microbiology. Before joining Provenance Wealth Advisors, David was a financial advisor with two national firms. David began his financial career at Prudential Securities in 1995 and most recently was a financial advisor with Wells Fargo Advisors.
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Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.