Meet Our Growing Team

We view wealth management as an extremely personal process – we take the time to listen to you, learn about your family’s hopes and dreams, and help you achieve your ideal today (and tomorrow). That is why we carefully select our team members, seeking experienced professionals who embody our core values of excellence, integrity, and empathy.

We’ve had the pleasure of hiring several new team members to join the Marshall family this year: Sean Dann and Alexander Pimental. Please join us in welcoming them – feel free to shoot them an email to say congrats or hello in the links below!

Sean Dann

Sean is no stranger to the Marshall Financial office. Before officially joining the team as Research Analyst, he was a college intern for two summers. He jokes about having the pleasure of experiencing three “first days” at Marshall.

During his internships he showed an initiative for tackling complex projects and a commitment to excellence which has only continued in his full-time role.

In his time outside the office, he enjoys playing pick-up basketball and golfing.

Send Sean a welcome email here!

Alexander Pimental

Alexander, like Sean, also served as a Marshall Intern before joining the team full-time as an Associate Wealth Advisor. He served overseas in the Navy for six years before finding a career that aligned with his passion for service.

His strong desire to help people and his interest in continuous learning are demonstrated in his role assisting Wealth Advisors with a variety of support – all in the interest of helping clients achieve their happiest, healthiest, most productive lives.

Alexander was recently married in late October and enjoys traveling with his wife.

Send Alexander a welcome email here!

Disclosure:

Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.