Jonathan M Marsh, Fic, Cffm, Clf
About Jonathan M Marsh, Fic, Cffm, Clf
Jonathan M Marsh serves as the Regional Director at Modern Woodmen of America, where he has worked since 2019. With a focus on advisor growth and success, he actively mentors team members and enhances client relationships through fraternal programs.
Work at Modern Woodmen of America
Jonathan M Marsh has been with Modern Woodmen of America for over 17 years, starting as a Financial Services Professional in 2007. He has held the position of Managing Partner since 2009, contributing to the organization's growth and development. In 2019, he took on the role of Regional Director in Corinth, Mississippi, where he oversees operations and supports team members in their professional journeys. Marsh focuses on advisor growth and success, utilizing the company's fraternal programs to strengthen client relationships.
Education and Expertise
Jonathan M Marsh studied at Northeast Mississippi Community College and furthered his education at The American College of Financial Services. His academic background equips him with a solid foundation in financial services, enabling him to effectively mentor and coach financial representatives. Marsh holds several professional designations, including Fic, Cffm, and Clf, which reflect his commitment to ongoing education and expertise in the financial industry.
Background
Jonathan M Marsh has built a career in financial services, beginning his journey in 2007. His extensive experience includes various roles at Modern Woodmen of America, where he has consistently focused on team development and client engagement. Marsh's background in financial services allows him to leverage his knowledge to train representatives on effective planning strategies and client relationship management.
Achievements
Throughout his tenure at Modern Woodmen of America, Jonathan M Marsh has made significant contributions to advisor development. He coaches and mentors financial representatives, enhancing their production and client relationship skills. Marsh encourages team members to achieve their life goals through effective coaching and support, fostering a culture of growth and success within his team.