About Us
Profiles
Founder & President
Financial Advisor
Registered Financial Consultant (RFC)
Joseph A. Marshall
Joe is Founder and President of J. Marshall Associates.
With experience dating back to 1975, Joe joined a local insurance firm after several years with a commercial bank in New Bedford as a commercial loan officer. He holds a Bachelors degree from the University of Massachusetts, Dartmouth, and is a former president of the Bristol Community College Foundation Board and is currently chairman on its Board of Trustees.
Joe is licensed in MA, RI and CT. Joe is also registered with Cetera Advisors, LLC. He is a Financial Advisor with Cetera Advisors, LLC and continues to work with financial planning and estate planning clientele.
A Vietnam veteran, Joe served with the U.S. Air Force Security Service. He is very active in the community, having served as past President / Chairman of the Fall River Office of Economic Development, SER-Jobs for Progress, the Fall River Board of Assessors, and founder of the Prince Henry Society of Fall River. Joe is a life member of the Million Dollar Round Table, Top of the Table, a member of the National Association of Insurance and Financial Advisors, and Bristol Community College’s 2007 Cornerstone Entrepreneur Recipient.
He resides in Fall River with his wife, Joanne, and has four daughters and 5 grandchildren.
Credentials / Designations / Registrations
- Registered Financial Consultant
- Securities Registrations: Life & Health Insurance, Series 6,63 and 65.
- Member of the National Association of Investment Advisors.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.
