Trent Marsh's Location
McKinney, TX, US
Trent Marsh's Work
- Financial Advisor @ Edward Jones
- Vice President - Senior Wealth Advisor @ BOK Financial
- Associate Vice President @ Morgan Stanley
- Registered Representative @ OLDE Stockbrokers
Trent Marsh's Education
- Texas A&M University
(Business)
1990 - 1994
Trent Marsh's Skills
- Wealth Management
- Investments
- Retirement Planning
- Strategic Financial Planning
- Portfolio Management
- Series 7
- Mutual Funds
- Risk Management
- Asset Allocation
- Financial Services
Trent Marsh's Summary
Trent Marsh, based in McKinney, TX, US, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at BOK Financial, Morgan Stanley and OLDE Stockbrokers. Trent Marsh holds a 1990 - 1994 Texas A&M University. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management and more, Trent Marsh contributes valuable insights to the industry. Trent Marsh has 2 emails on RocketReach.
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