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Scott E. Marshall, CFP®, President and Chief Executive Officer of Marshall Grezlak, graduated from West Chester University in 1995.

A CERTIFIED FINANCIAL PLANNER™ practitioner, Scott has been working with clients since joining the firm in 1996 and took over as principal and president of The Financial Advantage Network, Inc., now Marshall Grezlak, in 1998. He is also a Registered Principal and an Investment Advisory Representative with Cambridge Investment Research Advisors.

Scott has also been a member of the Financial Planning Association for over 10 years and The Financial Services Institute. He has the following FINRA Series License Registrations: 6, 7, 24, 51, 63, 99.

In 2013 Scott was honored in Philadelphia Magazine with a “5 Star Wealth Manager Award.”*

* To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

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Andrew C. Grezlak, CFP®, Vice President and Chief Operations Officer of Marshall Grezlak, graduated from Moravian College in 2001 with a Bachelor of Arts degree in Financial Economics and a Minor in Business Management.

A CERTIFIED FINANCIAL PLANNER™ practitioner, Andy has been working with clients since joining the firm in 2001. He has since become vice president of Marshall Grezlak and partner to Scott E Marshall. He is an investment advisory representative with Cambridge Investment Research Advisors, and a member of the Financial Services Institute. He has also completed FINRA regulatory exams series 7 and 66.