KM
Katie Marsh
Vice President Of Client & Advisor Relations at Spectrum Financial
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Work Experience
2013 - Present · 11 years and 11 months
Vice President Of Client & Advisor Relations
2022 - Present · 2 years and 11 months
Director Of Development
2019 - 2022 · 3 years
Technology Officer
2013 - 2019 · 6 years
Company Details
51-200 Employees
At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Spectrum Financial Group has roots tracing back to the 1900s and we are proud to continue assisting clients in their financial lives. With our main office in Dallas, TX, and satellite offices in Heath, Tyler, Longview, Nacogdoches, College Station, OKC and Shreveport, we help create financial stability and financial independence for thousands of clients. Learn more at www.Spectrumfg.com __________________________________________________ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201611-188302
Year Founded
1901
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
13455 Noel Rd. 20th Floor Dallas, Texas 75240, US
Keywords
InsuranceRetirementInvestmentsFinancial ManagementEmployee BenefitsLife InsuranceRetirement PlanningWealth Accumulatiolife insuranceinvestment advisory
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