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Kristina C. Marshall

Kristina C. Marshall

Client Service Associate

As the newest member of theUgroup, Kristina is an integral part of our client service team. She is responsible for meeting our clients' account service requests and reconciliation of our discretionary investment portfolio.  In addition, she supports the team's lending and marketing activities.

Prior to joining theUgroup, Kristina was a Retirement Specialist at Wedbush and a Registered Client Associate at UBS Financial Services Inc.

She earned her B.S. in Finance from the University of Colorado at Boulder. Kristina has been an active member of the community through the Junior League of Denver Healthy Habits Committee.  She stays active by participating in recreation softball and as an avid runner, completed the Denver Marathon in 2010.

Phone: (310) 201-2708

Registered States: AL, AR, CT, GA, IL, KS, ME, MI, MO, NV, NM, ND, OR, SC, TX, VA, WI, AK, CA, DE, HI, IN, KY, MD, MN, MT, NH, NY, OH, PA, SD, UT, WA, WY, AZ, CO, FL, ID, IA, LA, MA, MS, NE, NJ, NC, OK, RI, TN, VT, WV

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