Focusing on his clients’ unique concerns and providing tailored solutions sets Marshall Nau apart in the financial world.
Marshall understands what it takes to succeed in business, learning from his father’s client-centered financial practice for most of his life. With Marshall’s involvement, his father’s practice has expanded to focus on providing tax-free income to high net worth clientele. It’s this experience, amongst his other qualities, that make Marshall a perfect fit for Cool Springs Financial.
Marshall began his financial career upon earning his BBA in finance from Baylor University in 2002. Outside of work, Marshall serves on the Planned Giving Committee of the San Antonio Red Cross Chapter and also helps with fundraising for individual initiatives. When not at the office, he enjoys spending time with his family.
Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
The Legacy Collaborative, Inc. and Cool Springs Financial Group are not owned or controlled by World Equity Group, Inc.
Check the background of this investment professional on FINRA's BrokerCheck