Suzanne Marshall is a financial advisor with Tanner Wealth Management Group of Stifel, where Suzanne has served as First Vice President/Investments since 2017. With over 35 years of experience in the financial services industry, they specialize in retirement and college planning, investment management, risk management, asset allocation, and estate planning strategies. Previously, Suzanne worked as a financial advisor at PNC Investments, City Securities Corp., and Natcity Investments. Their client relationships are founded on principles of integrity, confidentiality, and effective communication.
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