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Marshall C
Series 63, Series 65
Tallahasse, FL
McNally Financial Services Corporation
Marshall Cassedy Jr. is a financial advisor with McNally Financial Services Corporation based in Tallahassee, FL. He holds Series 63 and Series 65 designations and has 48 years of industry experience. He has worked at McNally Financial Services since 2010 and has operated Cassedy and Company since 1993. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm builds diversified portfolios using fundamental analysis across various asset classes and incorporates multiple investment strategies, including options and independent manager recommendations.
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