Tiffany Marshall, CTFA

Tiffany Marshall has over 16 years in the industry and previously served as a senior trust officer for Union Bank in San Francisco, primarily focusing on helping high-net-worth clients achieve their estate planning goals and cultivating long-term relationships with their families. She also worked as a trust officer with Wells Fargo Bank for five years, managing complex trust and investment relationships. Tiffany then moved to Merrill Lynch and worked as a financial advisor, where she focused her business by partnering with estate planning attorneys in the Los Angeles and Orange County areas. In 2008, she moved back to Wells Fargo Bank as a wholesaler for its fiduciary platform.

Tiffany earned her Certified Trust and Financial Advisor (CTFA) designation in 2009 and received her bachelor’s degree from the University of Arizona.