Broker Check
Marshall Beach, CLU, ChFC

Marshall Beach, CLU, ChFC

Wealth Partner

Marshall graduated from the University of North Carolina, Chapel Hill, NC with a BS in Business Administration. He entered the financial services industry in 1973. The positions he has held are Agent, Sales Manager, Agency Manager, General Agent and Agency Senior Vice President. He is retired from the role of Managing Partner for The Carolinas Financial Network, and is a Pinnacle Club member with Lincoln Financial Group, and an Elite OSJ with Lincoln Financial Securities. The Carolinas Financial Network has won two President’s Trophies, and multiple management Awards of Excellence.  These internal recognitions are independently granted by Lincoln Financial and are based on the agency's annual production.  Individuals do not pay any fee to Lincoln Financial for the nomination, promotion or receipt of this award which is independently granted.

Marshall is a Life Member of the Million Dollar Round Table, Court of the Table. The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. To qualify for the Million Dollar Round Table, members must meet a certain level of premium, commission or income during the year. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee to be a member and members must apply.  He is also a member, past president and director of the local NAIFA; member, past president and director of the local Society of Financial Services Professionals; member, past president and director of the local GAMA. He is the recipient of the National Management award at the silver, gold, platinum and diamond levels. These internal recognitions are independently granted by Lincoln Financial and is based on the individual’s annual production.  Individuals do not pay any fee to Lincoln Financial for the nomination, promotion or receipt of this award which is independently granted. He holds his FINRA sponsored Series 7, 24, 52, 63 and 65 registrations.

Marshall is a native of Tarboro, NC. He and his wife, Norma, have four children and eight grandchildren. His hobbies include golf, traveling, boating, and wine collecting.