Marshall Beach, CLU, ChFC


Founding Partner

Managing Partner


46 years industry experience



Marshall graduated from the University of North Carolina, Chapel Hill, NC with a BS in Business Administration. He entered the financial services industry in 1973. The positions he has held are Agent, Sales Manager, Agency Manager, General Agent and Agency Senior Vice President. He currently holds the title Managing Partner for The Carolinas Financial Network, and is a Pinnacle Club member with Lincoln Financial Group, and an Elite OSJ with Lincoln Financial Securities. The Carolinas Financial Network has won two President’s Trophies, and multiple management Awards of Excellence.

Marshall is a Life Member of the Million Dollar Round Table, Court of the Table. He is also a member, past president and director of the local NAIFA; member, past president and director of the local Society of Financial Services Professionals; member, past president and director of the local GAMA. He is the recipient of the National Management award at the silver, gold, platinum and diamond levels. He holds his FINRA sponsored Series 7, 24, 52, 63 and 65 registrations.

Marshall is a native of Tarboro, NC. He and his wife, Norma, have four children and seven grandchildren. His hobbies include golf, traveling, boating, and wine collecting.