David Marshall is a retired Director and Senior Qualified Plan Consultant at Robert W. Baird & Co., where they served since 2011. Prior to joining Baird, David worked as a Senior Vice President at Smith Barney from 1983 to 2011. David holds a Bachelor of Business Administration from both Whitworth University and the University of Wyoming. Recognized for their expertise, they were named to the Financial Times list of “Elite 401(k) Advisors” in 2015, 2016, and 2017. Additionally, David serves as a trustee for the David Campbell Memorial Foundation and resides in Portland, Oregon.
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