Yvonne M. Marsh, CFP<sup>&reg;</sup> - Financial Advisor

Yvonne M. Marsh, CFP®

CPA,

Principal

Marsh Wealth Management

504 Ebenezer Rd
KNOXVILLE, TN 37923
FINANCIAL ADVISOR'S WEBSITE
(865) 622-2162 CONNECT WITH Yvonne
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General

Yvonne Marsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marsh Wealth Management in KNOXVILLE, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: TN, SC, AL, NC, OH
  • Health/disability insurance: TN, SC, AL, NC, OH
  • Fixed annuities: TN, SC, AL, NC, OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Planning & Investment Advisory Services are offered through Marsh Wealth Management (MWM) , an independent, TN Registered Investment Advisor.  Yvonne Marsh is an Investment Advisor Representative of MWM in the state of Tennessee.  MWM and Marsh Professional Group are separate legal entities.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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