Contact Us Today: (857) 342-1030

About Us

Our Mission

Your life and the life of your family will undoubtedly change over time and so should your plan. Once we know what is important in your life, our advisors map out your strategy and goals. By building long-term relationships based on trust, integrity, and open communication, our mission is to meet and exceed the expectations of our clients.

Our Clients

We strive to provide our clients with a wide array of services. As skilled professionals, we blend technical knowledge and financial creativity to help solve financial problems. Our advisors are compromised of legal, accounting, tax, investment and insurance specialists who work together as an integral advisory group with their clients and their accountants and attorneys. This helps ensure that every aspect of a client’s financial life is properly reviewed by a professional with knowledge in that aspect, instead of just one individual needing to know it all.

Our advisors’ technical skills are only matched by their focus on communication and client education. Our advisors listen to their clients’ opinions about what they need without imposing their own prejudices. Our advisors develop solid financial plans based upon each client’s unique circumstances and ensure that client knows exactly what their plan entails.

Excellence by Tradition, Service by Design

Our Team

Michael J. Marshall, Sr.

President

Mike is a general securities representative and has been registered since 1992. Mike specializes in servicing his clients’ overall financial needs including asset management, retirement planning, estate planning and insurance planning.

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In addition to his financial planning practice, he is the president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Clifford H. Marshall, Norfolk County Sheriff. Mike and his wife, Patricia, have two children, Rachel and Michael Jr.

Todd Bragg, CFP ®

Executive Vice President

Todd Bragg joined Marshall Wealth Management as a financial consultant in the spring of 2008. He graduated from Bentley College in 2004 with honors and a degree in Economics & Finance.

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Todd previously held positions of Equity Coordinator & Investment Administrator while on the Capital Analysts of New England, Inc. trade desk. Under these positions, Todd gained both valuable portfolio design experience, asset management, as well as his FINRA Series 7 & Series 63 registrations. Todd is an avid Boston sports fan, enjoys international travel and is fluent in three languages.

Larry Whalen

Director of Advisor Relations and Insurance Operations

Larry joined Capital Analysts of New England in January 1996. He has served in a number of positions and is currently in our accounting and information management areas.  He holds a Bachelor’s Degree in Business Administration from the University of Rhode Island. Larry also has an insurance license in Massachusetts.

Anne Scanlon

Director of Finance and Compliance

Anne is a graduate of Suffolk University with a Bachelor of Science in accounting. She joined Capital Analysts of New England, Inc. in 1998 as the agency accountant. Anne became the Office Manager in 2001 and is responsible for compensation, personnel, and the overall day-to-day operations of the office.

Michael Marshall, Jr.

Director of Client Services

Michael Marshall Jr. is the Director of Client Services with Marshall Wealth Management. Working in the industry since 2011, Michael has been developing relationships with clients and currently oversees the daily operations of the firm, providing organizational and client support. He enjoys helping clients and strives to ensure they experience exceptional customer service.

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Michael is currently studying for his FINRA Series 7 and 63  registration exams. He received his Private Pilot License in 2011 from Lynn University in Boca Raton, FL. Outside of the office, he is an avid golfer.

Mark Andrews

CPA, MST

Mark is Massachusetts Certified Public Accountant and Business Advisor since 1992. He has 25 years of experience in addition to a Masters of Tax degree to offer his clients the finest, most up to date, accounting, and tax services. All of which are tailored to meet the individual needs of his clients. Mark’s firm’s goal includes helping clients understand complex accounting and tax issues, helping to maximize cash flow and helping to minimize tax liabilities.

Coleen Pratt

Executive Assistant

Coleen is a graduate of Stonehill College with a Bachelor of Arts in Communication. She has over 25 years of client service and office administration experience. Coleen joined Marshall Wealth Management in May 2015.

Chris Duffy

Attorney

Christopher M. Duffy, J.D., our managing partner and staff attorney specializing in estate planning, is a graduate of the University of Vermont and Brooklyn Law School and is licensed to practice law in the states of Massachusetts, New York, and New Jersey.

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Chris has worked in both large and small law firms, first as Legal Assistant at Kaye, Scholer, Fierman, Hays, & Handler, a large New York City law firm, then at Segal and Meltzer, a small firm initially as a Law Clerk and later as an Associate. At Segal and Meltzer, he specialized in representing and counseling wealthy business owners, entrepreneurs and their families in the areas of business organizations, estate planning and commercial litigation. After his experience in New York, Chris decided to settle in Massachusetts and further refine his professional practice to focus on counseling clients in their estate and business planning.

Tim McAloon

Attorney

Timothy McAloon is the founder of McAloon Law Group and Counsel to the law firm of Marshall, Crane & McAloon, P.C. with offices in Braintree and Burlington. Mr. McAloon has been in private practice for 31 years and concentrates his practice in the areas of elder law, estate planning and administration, business and real estate.

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Mr. McAloon is a member of the National Academy of Elder Law Attorneys, is a frequent lecturer, has written numerous articles and legal publications and has been a frequent guest on radio and cable television. Mr. McAloon is also currently Vice President and a member of the Board of Directors of Quincy Community Action Program, Inc., which is a non-profit organization that runs various educational and assistance programs. Mr. McAloon also represents numerous profit and non-profit businesses.