Marshall Chambers
CFP®, CFA

Lead Advisor

Marshall Chambers is a Lead Advisor with Heritage Wealth Advisors. He is responsible for the coordination of investment managementfinancial planning, and tax services for clients and oversees the client service team. Marshall works directly with the Chief Investment Officer on managing client portfolios, monitoring asset allocations and research. He serves on the Investment Policy Committee.

Prior to joining Heritage, he was a Compliance Associate with SunTrust Bank, Corporate Trust 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®.