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Financial Services and Insurance in Fall River, MA: J. Marshall Associates Investment and Insurance Services serving the Greater Fall River area of Massachusetts

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Financial Services
& Insurance

508.673.3300 [email protected]

  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions
  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions

About Us

Profiles

Kimberly Butterfield
Vice-President and
Director of Administration
Financial Advisor
Chartered Financial Consultant (ChFC)

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Kimberly Butterfield

Kimberly joined J. Marshall Associates in 2000 and is the daughter of the president of J. Marshall Associates, Joseph Marshall.

Kimberly, formerly an elementary school educator, feels this role has assisted her in developing positive relationships with clients.

Kimberly earned her degree from Bridgewater State College. Currently, Kimberly holds several securities registrations (CA, MA, NJ, RI, CT, FL, GA, ME, MD, NH, NM, NY, NC, SC, TX, VA) with Cetera Advisors, LLC, allowing her to act as a registered representative for her clients.

Kimberly is also registered with Cetera Advisors, LLC, allowing her to act as a Financial Advisor. She also currently holds her CHFC designation, as well as Series 6, 63, 65 and 7.

Kimberly is active in the community as a member of the Fall River Rotarian Group and the Faxon Animal Rescue League. She is also supportive of the elementary school system on a volunteer basis. She currently resides in Taunton, Massachusetts with her husband, Chris, son, Christian, and black Labrador Jake.

Credentials / Designations / Registrations

  • Chartered Financial Consultant (CHFC) / Vice-President and Director of Administration
  • Securities Registrations: Life & Health Insurance, Series 6, 7, 63, and 65.

Contact us today.

Tracy Baker

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Richard C. Bassett

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J. Marshall Associates, Inc.
982 Eastern Avenue
Fall River, MA 02723
508.673.3300
[email protected]

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Disclaimer
© 2023 J. Marshall Associates, Inc.

Securities and advisory services offered through Registered Representatives of Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors, LLC site at ceteraadvisors.com.

Kimberly Butterfield – California insurance license # 0H56400.

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  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions