OUR TEAM
Meet our team at Scott E. Marshall & Associates, Inc., an independently owned and operated comprehensive financial services firm with advisors who have been providing personalized financial management for over 20 years. Every day, our personal goal is to provide sound, unbiased guidance and advice for your financial success.
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Scott E. Marshall, CFP®
Scott E. Marshall, CFP®, President and Chief Executive Officer of Scott Scott E. Marshall & Associates Wealth Management, graduated from West Chester University in 1995.
A CERTIFIED FINANCIAL PLANNER™ practitioner, Scott has been working with clients since joining the firm in 1996 and took over as president and principal of The Financial Advantage Network, Inc., now Scott E. Marshall & Associates Wealth Management.
Scott is a Registered Principal and Investment Advisory Representative with Cambridge Investment Research Advisors. He is also a longtime member of the Financial Planning Association (FPA), The Financial Services Institute (FSI) and is an acting board member for the Lenape Valley Foundation. He has the following FINRA Series License Registrations: 6, 7, 24, 51, 63, 99.
In 2016 Scott was awarded the “Spirit of Cambridge Award,” by Cambridge Investment Research, Inc. This award is given to an advisor who exemplifies Cambridge’s core values of integrity, commitment, flexibility and kindness, as well as exuding a passion for serving the needs of clients for objective advice.
Scott and his wife Jamie currently reside in Pipersville, PA and have 2 sons.
Jacquelyn E. Doubet
Jacquelyn E. Doubet, Para Planner, has been working at Scott E. Marshall & Associates Inc. since 2012. Jackie is an Administrative Investment Advisor Representative with Cambridge Investment Research Advisors, has attained her Client Management Certification and completed FINRA regulatory exams series 7 and 66.
Jackie and her husband Dave currently reside in Warrington, PA and have 5 daughters and 9 grandchildren.
Laura A. Costa
Laura A. Costa, Administrator, has been working at Scott E. Marshall & Associates Wealth Management since 2021. Laura is an Administrative Representative with Cambridge Investment Research Advisors and has completed her FINRA regulatory exams SIE and Series 7. Laura and her husband Paul currently reside in Audubon, PA and have 2 children.
works with you every step of the way
Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge Investment Research, Inc.and Scott E. Marshall & Associates Wealth Management are not affiliated.
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This communication is intended strictly for individuals residing in the following states: AR, AZ, CA, CO, CT, DE, FL, IA, IL, IN, MA, MD, NC, ND, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation. Cambridge does not offer tax or legal advice. Fixed insurance products offered through Scott E. Marshall & Associates Wealth Management.