President and Regional Director
As president of Summit Brokerage Services, Marshall led Summit to be voted as the highest-rated Independent Broker-Dealer by REP. magazine and the #1 Independent Boutique Broker-Dealer in the country, two years in a row, by an industry-leading publication.
Prior to acquiring Summit Brokerage in 2002, Marshall was the CEO and chairman of JW Genesis Financial Corp., the second-largest New York Stock Exchange member firm in Florida. JW Genesis was acquired by Wachovia Securities in 2001 to serve as its independent platform.
He is the past chairman of the Regional Investment Bankers Association Inc. and also served on the Independent Contractor Firm Committee of the Securities Industry and Financial Markets Association.
Marshall currently holds Series 7, 24 and 63 securities registrations.