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Marshall Barclay, MBA, CRPC®, CFP®

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

other advisors look to him for coaching and guidance. Marshall assists them with case design, implementation strategies, and practice management. The El Paso office recently acknowledged Marshall as their Financial Planner of the Year in 2012, 2014, 2015 and 2016.

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. He graduated from The University of Texas at El Paso (UTEP) with an MBA, and Penn State University with a BSc in Engineering.

Happily married, Marshall resides in El Paso with his wife Cari (Hooten) and their three children: Ashlynn, Bryson and Carsynn. He enjoys golfing and coaching his children’s athletic teams when not in the office with clients.