Cfp® John Marshall IV, Cdfa®

John Marshall IV, CFP®, CDFA® has a diverse work experience spanning different roles and industries. John'smost recent position is Financial Planning Specialist at CAPTRUST, where they started in October 2021. Prior to that, they worked at PNC for five years, starting as a Wealth Management Associate in August 2016 and progressing to the role of Relationship Strategist, Assistant Vice President until October 2021. John also held the role of Wealth Strategy Senior Analyst at PNC from June 2017 to August 2019. Additionally, John worked at Luxottica Retail North America as a Finance Intern & Sales Audit/AP Contractor from May 2014 to August 2016. Before that, they served as Closing Manager at Anderson Ace Hardware from April 2010 to December 2015. John also has experience as a Procurement Co-op at Meritor from August 2013 to December 2013.

John Marshall IV, CFP®, CDFA® attended the University of Cincinnati's Carl H. Lindner College of Business from 2012 to 2016. During their time there, they studied Finance, Marketing, and International Business. Prior to attending the University of Cincinnati, they attended Miami University in 2011 to 2012, where they focused on International Marketing.

In terms of additional certifications, John Marshall IV became a Certified Financial Planner (CFP) in May 2019 through the CFP Board. John also obtained the designation of Certified Divorce Financial Analyst (CDFA) in November 2020, although the issuing institution is not specified.