Marshall Moon, CFP ®

Marshall Moon, CFP ®

Investment Advisor

Whether he’s working one-on-one with clients or overseeing our investment process, Marshall enjoys having the opportunity to blend the art and science of wealth management and working with people in a good environment. In his role as Investment Advisor, Marshall serves as a trusted partner to our clients, leads our investment strategy team, and heads up our equity research initiatives.

Marshall earned his Finance degree from the University of Central Arkansas before coming to work with our team in 2015. In 2020, he earned the distinguished designation of CERTIFIED FINANCIAL PLANNER™ professional.

In his day to day, Marshall enjoys helping people get excited about their financial well-being and giving them the confidence to achieve the things they always dreamed of. He understands that everyone’s financial journey is unique to them, and he stays open-minded while providing tailored advice.

Marshall has lived the majority of his life in Conway, AR, enjoying the small-town feel while still having access to some great restaurants, shops and entertainment. He and his wife, Sloane, recently welcomed their first child, Rosalie, to the world in October 2021.

When he’s not in the office, Marshall enjoys doing just about anything outdoors - hunting, golfing, hiking, camping, you name it. He’s happy to talk about college sports anytime, and loves cooking for his friends and family.