Marshall Lefferts

Marshall Lefferts is a dedicated Financial Consultant at Equitable Advisors, where he partners with individuals and businesses to create tailored strategies for long-term financial security and growth. With a strong foundation in finance and consulting, Marshall delivers a results-driven approach to wealth management, retirement planning, and investment solutions.

Before joining Equitable Advisors, Marshall served as a Lead Consultant at a national tax firm, advising clients on tax incentives and strategic business improvements. Born and raised in Dallas, Texas, he is proud to be the third generation of his family at the Company, continuing a legacy of service and leadership.

Marshall earned his Bachelor of Business Administration in Finance from the University of San Diego Knauss School of Business, after beginning his college career at Penn State University. A former offensive lineman for both the USD and Penn State football teams, Marshall brings the same discipline and teamwork from the field to his professional practice. He also holds FINRA Series 7, 24, and 66 registrations, enabling him to serve clients comprehensively across their financial needs.

Outside of work, Marshall enjoys cheering for the Penn State Nittany Lions, spending time with family and friends, and heading to the mountains during ski season.

CA Insurance License #: 4224167