Marshall Chambers is the Director of Client Strategy and Development at Heritage Wealth Advisors. In addition, he is a partner in the firm and has been a crucial member of the team since joining Heritage in 2007.

With two decades of experience serving clients, he works closely with multi-generational families and specializes in portfolio management, wealth transfer, and legacy planning, as well as philanthropic strategy and family partnerships. Marshall also serves on the firm’s Investment Policy Committee, where he determines portfolio allocations and client investment strategies.

Prior to working at Heritage, Marshall also worked at SunTrust Bank for seven years. Through his years of experience in the field, and dedication to his career, Marshall has helped clients and their families to build lasting legacies.

Marshall’s board service includes the Associate Board of the Richmond Performing Arts Alliance, an organization dedicated to investing in arts education for the Richmond area, and the Endowment Fund Trustees for ChildSavers, the only nonprofit in Virginia using a coordinated prevention and intervention model to address children’s mental health, preparing them for lifelong learning and helping them recover from trauma. He is a member of the Estate Planning Council of Richmond.

Marshall graduated from Randolph Macon College with a B.S. in Economics and Business and continued his financial education to become a Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Enrolled Agent (EA).