Peyton Lindman Marshall joined Marshall Wealth Advisors in July 2024 and serves as Client Service Specialist, supporting client relationships and the day-to-day execution of service across the firm. She brings a thoughtful, detail-oriented approach and a strong commitment to providing a high level of care to clients.
Peyton holds a Bachelor of Arts in Economics and Business from Westmont College. Prior to joining Marshall Wealth Advisors, she gained hands-on experience in business operations while working closely with the CEO and Director of Operations at a technology start-up in Santa Barbara. She has also worked in the nonprofit sector and served internationally as an English Culture and Language Teaching Assistant in Spain, experiences that strengthened both her analytical perspective and her ability to connect across cultures.
Known for her professionalism and genuine interest in people, Peyton plays an important role in supporting the firm’s client service experience. She holds her General Securities License (Series 7) and Investment Adviser Representative License (Series 66).
Outside of the office, Peyton enjoys pickleball, CrossFit, reading, meeting people with diverse life experiences, a quality latte, and training for the occasional marathon.