Marshall Estes

Marshall genuinely cares for the well-being of his clients, and provides honest, sound financial counsel to help them reach their goals. He offers comprehensive guidance for individuals, family offices and business owners, specializing in wealth management, asset allocation, alternative investments and corporate retirement plan consulting. He provides expertise to help clients with the stewardship of their assets, and strives to help them achieve financial success.

Before joining Alex. Brown (now a division of Raymond James), Marshall was a client advisor at A.G. Edwards & Sons. He earned a bachelor’s degree in finance from Texas Tech University’s Rawls College of Business.

Marshall stays active in his community as a member of Park Cities Baptist Church. He supports Rise School of Dallas as a member of the Touchdown Club and is also active with Elizabeth Toon Charities of Dallas. When he is not in the office, Marshall enjoys being outdoors with his family and hunting and fishing. A Dallas, Texas native, he lives there with his wife, Shannon, their sons, Fischer and Reed and their twin daughters, Louise and Elizabeth.