Our Team

Meet our team at Marshall Grezlak, Inc., an independently owned and operated comprehensive financial services firm with advisors who have been providing personalized financial management for over 20 years.  Every day, our personal goal is to provide sound, unbiased guidance and advice for your financial success.

Check the background of Firms and Investment Professionals at: FINRA’s BrokerCheck

Scott E. Marshall, CFP®

Scott E. Marshall, CFP®, President and Chief Executive Officer of Marshall Grezlak, Inc., 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 president and principal of The Financial Advantage Network, Inc., now Marshall Grezlak, Inc., in 1998.

Scott is a Registered Principal and Investment Advisory Representative with Cambridge Investment Research Advisors.  He is also a longtime member of the Financial Planning Association (FPA), The Financial Services Institute (FSI) and is an acting board member for the Lenape Valley Foundation. He has the following FINRA Series License Registrations: 6, 7, 24, 51, 63, 99.

In 2016 Scott was awarded the “Spirit of Cambridge Award,” by Cambridge Investment Research, Inc. This award is given to an advisor who exemplifies Cambridge’s core values of integrity, commitment, flexibility and kindness, as well as exuding a passion for serving the needs of clients for objective advice.

Scott and his wife Jamie currently reside in Pipersville, PA and have 2 sons.

Andrew C. Grezlak, CFP®

Andrew C. Grezlak, CFP®, Vice President and Chief Operations Officer of Marshall Grezlak, Inc., 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 is an investment advisory representative with Cambridge Investment Research Advisors. He is also a longtime member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has completed FINRA regulatory exams series 7 and 66.

Andy currently resides in Doylestown, PA where he lives with his three sons.


Jacquelyn E. Doubet, Para Planner, has been working at Marshall Grezlak, Inc. since 2012. Jackie is an Administrative Investment Advisor Representative with Cambridge Investment Research Advisors, has attained her Client Management Certification and completed FINRA regulatory exams series 7 and 66.

Jackie and her husband Dave currently reside in Warrington, PA and have 5 daughters and 3 grandchildren.