Jan Marshall

Jan Marshall

Investment Operations Assistant

Jan joined Mason & Associates in 2019.  Jan comes to us with over 22 years of community banking experience, spending the majority of her career in operations and compliance.  Previously Jan served as an independent career agent educating and providing life insurance, long-term care insurance, and disability benefits to clients.   Jan has a vast amount of knowledge regarding the wealth management setting.  As an Investment Operations Assistant, Jan prepares client files for annual reviews, processes client service requests, and assists in preparing and processing new business.  She holds her Virginia Health, Life & Annuities license.

Jan and her husband Kevin reside in Gloucester with their daughter, Amanda.  Jan enjoys cooking, reading, and being out on the water with her family and friends. 

 

Phone (757) 223-9898
Fax (757) 223-9990