Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
Marshall is the Business Unit Leader and Wealth Advisory for Level Four® Advisory Services, LLC and specializes in financial planning advice for physicians, small business owners in the Rio Grande Valley area. He also works closely with universities as an advisor, helping employees toward reaching their retirement goals. Marshall acts as his clients’ problem solver and strives to make a difference in people’s lives by helping them toward achieving their financial goals. For many people before meeting and working with Marshall, they either think they’ve got everything covered, or are unaware of any problems altogether. By helping them identify the disconnect between what they think is their current financial situation and the reality as delivered in a written, coordinated and customized financial plan, Marshall helps gives them comfort and confidence so they can sleep better at night.
In addition to the CERTIFIED FINANCIAL PLANNER™ professional certification (CFP®), Marshall also earned the Chartered Retirement Planning Counselor® professional designation (CRPC®). He holds various securities licenses along with life, health, annuity and long-term care insurance licenses in Texas and New Mexico.
Marshall is happily married to his wife Cari, and they have three children: Ashlynn, Bryson and Carsynn. He enjoys golfing and coaching his children’s athletic teams when not in the office with clients.
Education
Bachelors of Science in Engineering, Penn State University
MBA, The University of Texas at El Paso