Wendy L. Marshall

LPL Financial 
Financial Consultant

Phone: 602-354-7579

Email: Wendy.L.Marshall@lpl.com

As an LPL financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine appropriate financial strategies for you and your family. 

I found my home as an advisor with LPL in 2014. Prior to that, I worked as a financial advisor for Edward Jones from 2009 to 2014 and Paine Webber (now UBS) from 1980 to 1994. 

I earned my Bachelor's Degree from Stanford University and returned to Arizona to complete my Master's of International Management from Thunderbird School of Global Management.

As a fourth generation Arizonan, I take great pride in my community, and I have been active in business and civic affairs here for many years. From 2002 through 2018, I served as a member of the Salt River Project Board of Directors. Additionally, I served as Fund Manager for the Arizona Public Safety Personnel Retirement System from 2001 to 2007. Over the years, I have also served in various volunteer roles with the Washington Elementary School Trust Boards, the Girl Scouts of Arizona Cactus Pine Council, the Board of Visitors and the Junior League of Phoenix.