Ivy R Marsh, CLU®, ChFC®

Wealth Management Advisor

Professional

As a seasoned financial professional, Ivy understands that financial planning can be a daunting task.  By carefully listening to the client’s needs and identifying those areas that require enhancement in a clear and concise manner, Ivy is able to provide a consultative approach.  Stability, personified, gives Ivy’s clients the confidence needed to entrust her with other aspects of their individual asset management.


Ivy Marsh, with her highly qualified team, is uniquely positioned to assist you with:

  • Personalized Strategic Planning
    • Understanding the needs and long-term goals of the individual
    • Offering diverse strategies to meet those goals while navigating the ebb and flow of an ever-changing economic market
    • Establishing relationships with clients that build trust and longevity for an overall holistic approach to financial planning
  • Investment Services
    • Anticipated college expenses
    • Advisory investment services
    • Retirement income planning
  • Estate Planning
    • Flexible solutions that allow for asset control
    • Efficient transfer preparation
    • Comprehensive strategies for estate preservation

 

Ivy Marsh and her team will work to do more than determine a planning solution; they will build a strategy that is right for you.  Together they will work to develop a financial plan that balances your short –term needs with your long-term goals.

 

Memberships and Awards

Member of the National Society of Financial Service Providers

Member of the Hartford Society of Financial Service Providers

Member of the National Association of Insurance and Financial Advisors

Member of the Estate and Business Planning Council

Million Dollar Roundtable (MDRT) Qualifying Member 2013

NAIFA Quality Award for Financial Advising and Investments 2012

National Sales Achievement Award 2009

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck