Our Teams

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Client Service Team

      David Marshall

      Financial Advisor
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      Client Service Team


          Financial Advisor David Marshall joined Provenance Wealth Advisors in 2021. He has built a successful business by providing a wide range of financial services to high-net-worth clients. His focus is on investments and developing retirement plans with additional experience in insurance solutions and strategic planning.

          David is a graduate of the University of Pittsburgh where he earned a master’s degree in Business Administration and the University of Notre Dame where he earned a Bachelor of Science Degree in Microbiology. Before joining Provenance Wealth Advisors, David was a financial advisor with two national firms. David began his financial career at Prudential Securities in 1995 and most recently was a financial advisor with Wells Fargo Advisors.

          David believes in actively serving the community. As a board member of the Notre Dame Club of Naples, he helps direct events that support numerous Florida charitable organizations. In his spare time he also looks forward to volunteering on the Advisory Committee at the Everglades Wetlands Research Park which contributes to the restoration and conservation of wetlands in the Florida Everglades.

          Currently residing in both Miami and Naples, David and his spouse Teri enjoy cooking and the outdoors. He is enthusiastic about golf and looks forward to once again competing in Florida Senior Golf Tournaments. While he likes traveling, he also loves spending time with his dog.

          Client Focus:

          • Business owners
          • Entrepreneurs
          • High-net-worth individuals
          • Multi-generational families

          Specialized Strategies:

          • Insurance strategies
          • Investment planning
          • Retirement planning
          • Wealth management

          Check the background of this investment professional on BrokerCheck.

          Raymond James is not affiliated with the mentioned organizations.


          University of Pittsburgh – Master’s Degree in Business Administration

          University of Notre Dame – Bachelor’s Degree in Microbiology


          Life, Health and Variable Annuity License

          Long-Term Care License

          Registered Representative of Raymond James Financial Services, Inc.


          Advisory Committee at the Everglades Wetlands Research Park - Volunteer

          Notre Dame Club of Naples