David Marshall came to UBS Financial Services from Smith Barney in 2005, where he provided financial planning support to other advisors. As a result of his experience, he has been highly sought after to speak across the firm about financial planning best practices. A graduate of the University of Delaware with a Bachelor of Science degree in Finance, David has completed both the CFP® and CRPC® certifications at the College for Financial Planning. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR.

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