Five Star award winner Steven Marshall CFP®

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Washington D.C. Five Star award winner
            
            PROFESSIONAL PROFILE
                            
                                            Contact Me
                                        
Steven Marshall CFP®Private Wealth Advisor and Managing Director
Steven Marshall & Associates
A private wealth advisory practice of Ameriprise Financial Services, Inc.
1902 Campus Commons Dr Ste 500
Reston, VA 20191
Office: 703-663-1152
Cell: (571) 233-1211
steven.t.marshall@ampf.com
www.steventmarshall.com
Professional ApproachYou are not just another face in the crowd
You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.
I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.*
Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

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                        This award was issued on 9/1/20 by Five Star Professional (FSP) for the time period 01/27/2020 through 08/21/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2535 Washington DC-area wealth managers were considered for the award; 115 (5% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 7%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11. 
                    
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* Rating based on responses to a consumer survey as part of the 2018 Temkin Trust Ratings, www.temkinratings.com. See the Ameriprise Financial credentials page and temkinratings.com for more.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.