Renowned Financial Expert & Business Strategist
30+
years
experience
Dave Marshall is a seasoned financial expert with 30+ years in business planning and life insurance. He has led major equity deals, venture-backed IPOs, and large-scale asset transfers. Known for delivering results, he has placed hundreds of millions in coverage. A Cornell graduate and former Alumni Association President, he actively supports financial and charitable initiatives, helping organizations raise millions.
Why Partner with
Dave Marshall?
A Legacy of Financial Excellence
With a track record of multi-million-dollar transactions and strategic financial planning, Dave has helped countless professionals elevate their careers and build lasting wealth.
Mentorship That Transforms Careers
Dave doesn’t just provide advice—he empowers individuals with the tools, knowledge, and connections to dominate the financial and insurance industry.
Access to Exclusive Growth Opportunities
From top-tier financial products to game-changing business strategies, partnering with Dave means stepping into a world of limitless potential.
