William (Bill) Marsh IV, CFP®, CIMA®, CLU®, ChFC®

William (Bill) Marsh IV, CFP®, CIMA®, CLU®, ChFC®

Managing Principal - Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

WILLIAM (BILL) MARSH IV CFP®, CIMA®, CLU®, ChFC®
Managing Principal / Financial Consultant

  • 21+ years Financial Industry Experience
  • Directs Asset Allocation Investment Manager selection & Investment Policy
  • Certified Financial Planner (CFP®)
  • Certified Investment Manager Analyst (CIMA®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)

Bill Marsh is the Managing Principal of Capstan Financial Consulting Group. He’s responsible for developing the practice’s policies and procedures including asset allocation, investment manager selection and application of our investment policies. Bill is a Series 9/10 General Securities Sales Supervisor; he obtained his Certified Financial Planner™ certification (CFP®) in 2005 and holds the Certified Investment Management Analyst® certification (CIMA®) from the Investment Management Consultants Association. Bill has been designated a Chartered Life Underwriter (CLU®) and Charter Financial Consultant (ChFC®) by The American College. He holds the Chartered Retirement Plans Specialist (CRPS®) and Accredited Asset Management Specialist (AAMS®) designations from the College of Financial Planning.

Bill started his financial services career in 1995 while in Raleigh Durham, NC. Prior to founding Capstan Financial Consulting Group he worked for Banc of America Investments/Merrill Lynch and UBS/PaineWebber.

Bill graduated from Georgia Tech in 1989 with a Bachelor's degree in Mechanical Engineering, and served five years in the U.S. Navy as an officer aboard nuclear submarines.

Bill has four wonderful children Shelby, Grant, Hannah and Bridget. He was raised in Sarasota, FL having graduated from Riverview High School in 1984.