Gannon Ward Marshall

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lexington, KY
• 09/2025 → 05/2026
  Fs Payments
  Buckner, KY
• 09/2021 → 05/2025
  Vanderbilt University
  Nashville, TN
• 01/2025 → 05/2025
  Uloop
  Nashville, TN
• 05/2024 → 09/2024
  Middleground Capital
  Lexington, KY
• 05/2023 → 08/2023
  United Way Of The Bluegrass
  Lexington, KY
• 05/2021 → 09/2021
  City Barbeque
  Lexington, KY
• 05/2020 → 08/2020
  Palomar Pool/ Palomar Hills Community Association
  Lexington, KY
• 08/2017 → 05/2021
  Paul Laurence Dunbar High School
  Lexington, KY
• 06/2016 → 08/2017
  Beaumont Middle School
  Lexington, KY
• 05/2025 → 09/2025
  Unemployed
  Lexington, KY
• 09/2025 → 05/2026
  Fs Payments
  Buckner, KY
• 07/2026 → Present
  Bank Of America, N.A.
  Lexington, KY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-18

Other Names

• Gannon Marshall