Marshall Chambers, CFP®, CFA

Director of Client Strategy & Development

Marshall Chambers is the Director of Client Strategy and Development with Heritage Wealth Advisors. He serves as a lead for client strategy and directly with the firm’s advisors on the coordination of investment managementfinancial planning, and tax services.  He specializes working with multi-generational families on complex planning including portfolio management, wealth transfer and legacy planning, philanthropic strategy and family partnerships.  Marshall serves on the firm’s Investment Policy Committee.

Prior to joining Heritage, he was with SunTrust Bank in Richmond, Virginia, for seven years. He earned his Bachelor of Science degree in Economics and Business from Randolph Macon College. Marshall is a CFA® charterholder and a member of the CFA Society of Virginia.  He is also a CERTIFIED FINANCIAL PLANNER™, CFP® and an Enrolled Agent (EA) licensed to prepare tax returns and represent taxpayers before the Internal Revenue Service.

Marshall currently serves on the Associate Board of the Richmond Performing Arts Alliance and is a member of the Estate Planning Council of Richmond.