Marshall | President
Marshall is president of The Gilman Financial Group. An organization dedicated to satisfying the Insurance and Financial Services needs of high net worth individuals, business owners, corporate executives and professionals.
Since entering the financial services business in 1992, Marshall has earned many industry designations and accolades, which include Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He is also a qualifying member of The Million Dollar Roundtable, Court of the Table, which puts him in the top 3% of insurance professionals worldwide.
He has experience in the areas of Life Insurance, Estate Planning, Disability Protection and Long Term Care Insurance. For business owners his specialties include; Business Succession Planning, Partnership Buy-Sell Agreements, Key Person Life Insurance, and the development and implementation of Creative Tax Strategies.
Marshall’s personal satisfaction comes from helping people protect the assets they have worked hard to accumulate. His number one priority is to be certain that his client’s family and/or business are shielded from any financial hardships caused by unforeseen circumstances.
Marshall lives on Long Island, with his wife Genene and 3 children; Joshua, Ethan and Leah. He is actively involved in his children’s activities, which include coaching his son’s baseball and football teams.