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                          Educating, serving and protecting families, coast to coast.

                          Thomas L. Marshall headshot

                          Thomas L. Marshall

                          CFO, Chief Financial Officer

                          Tom, a Veteran of the U.S. Navy, attended Dartmouth College, in New Hampshire.  He was the signal caller (quarterback) for the football team, and graduated with a degree in Geography and Urban Studies. He then went on to complete his MBA from DePaul University, in Chicago, Illinois. Tom’s expert-level knowledge in the finance, insurance and employee benefits markets, comes from decades of experience; most recently as the Associate Commissioner, for the Maryland Insurance Administration, as well as the Chief Analyst for Compliance and Enforcement, for the State of Maryland. He and his wife enjoy traveling and having adventures with their three children and seven grandchildren.

                          Fun fact: Tom’s father was a Battalion Chief in the fire service and his uncle, Charley Marshall, played Tight-end for one of the original NFL teams, the Staten Island Stapletons.


                          Phone

                          410.206.6003


                          E-mail

                          thomas@kelly-financialsolutions.com

                          Disclosure

                          Kristin Kelly is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K54510), FL, IL, MD, NC, NY, PA, SC, VA, and WA. No insurance business may be conducted outside the states referenced.

                          As a New York Life Agent, Kristin Kelly is licensed and authorized to offer insurance in California, but Kelly Financial & Insurance Services may not be. For additional information on California licensure status, please click here.

                          Kristin Kelly is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 410-206-6003. In this regard, this communication is strictly intended for individuals residing in the states of CA, MD, NC, PA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

                          Kelly Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                          Neither Kelly Financial & Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                          For more information about NYLIFE Securities LLC and its investment professionals.

                          Click here
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                            • About Us
                              • Working Together
                                • Our Process
                                  • Our Team
                                    • In the Community
                                      • In the News
                                      • Products & Services
                                        • Business Solutions
                                          • Advanced Planning
                                          • Resources
                                            • Education Center
                                              • Calculators
                                                • Videos
                                                • Contact Us

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