10 | March 2022
It’s time to be deliberate in your wealth-building goals. But there’s no shame if you don’t know where to start and you don’t have to do it alone. Marshall Wealth Management is here with over 30 years of experience in this industry. If you are not working with us, then you should be working with another professional. And it should be someone you are comfortable with who talks to you and not over your head. Take those steps to build your financial dreams. The important thing is that you start building today
Be Delibe With Ma BUILD W By d-mars.com News Provider
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n the United States, the average Black and Hispanic or Latino
Q&A With James L. Marshall, Jr.:
—James L. Marshall, Jr., senior financial advisor, owner, and president of Marshall Wealth Management, LLC
D-MARS: Share with our readers your background and experience. MWM: I started back in 1988 as a stockbroker trainee with Merrill Lynch, from there I moved to Washington, DC, and worked as an Insurance Agent with New York Life. It was in DC that I learned how to survive as a self-employed professional. I moved back to Louisville and started as a Financial Advisor with American Express Financial Advisors. (They were called IDS at the time.) While at American Express I developed my financial planning skills and grew my practice to the point that I started my own Registered Investment Advisory Firm; Marshall Capital Management Group, which later became Marshall Wealth Management, LLC.
I got to this point in my career by continuing to learn, building great relationships, and staying true to my market base, which has always been the Black community. D-MARS: Tell us about some of your community involvement. MWM: Marshall Wealth Management, LLC continues to be very active with various community organizations, educating our community and children on wealth-building strategies. Some of the organizations we work with and serve are the Kingdom Builders’ Center and COGIC, among other churches, the National Black Nurses Association, 21st Century Community Learning CentersUS Department of Education, and numerous fraternities and sororities.
my family and friends, travel the world, and write more books and useful content that has a financial focus to help others build the wealth they desire. D-MARS: Do you have a success story that you are able to share? MWM: So many success stories, but I would say some of the best successes over the last 30 plus years is how we have been able to help transfer wealth from one generation to another and work with the younger generation on their wealth building and legacy planning endeavors. Having a role in the financial education of our community has been extremely rewarding and the results are very measurable. I call that success!
D-MARS: What are your short- and long-term goals? MWM: My short-term goal is to continue developing our Fintech app, “The Hive: Family Wealth Building System.” And being that I do love music, another short-term goal is to learn to play the double bass. Long-term, I want to enjoy a long and joy-filled life with
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D-MARS: What is the best financial advice you ever received? MWM: Invest in your growth and the growth of your company, and never give up! D-MARS: What’s your process for new clients? How do you help them achieve their financial goals? MWM: We first send them a client questionnaire to get a full assessment of their financial situation, then we make sure that we understand their financial goals and aspirations. After completing the first run of their comprehensive financial plan, we meet with them to review it and make any adjustments needed. From there we start putting in place action plans and investment strategies. The financial plan is a constantly changing blueprint that adjusts with the client’s life changes. We are constantly meeting to review the progress and make needed adjustments. This
