Lisa Marshall

Support Staff/Client Sevices


Responsible for all service- related duties and essential client communications in the Dallas Office, Lisa has been with Legacy since March 2005.  Additionally she has developed specific expertise in individual health plans, senior health plans and long-term care insurance planning.

Lisa brings over 25 years of experience in the Investment Banking and Brokerage Industries and is knowledgeable about both the institutional and retail sides of the business.


Director of Financial Services
Legacy Investment Services – Dallas Office

Professional Background

Lisa has served in administration and front-line service roles with several Wall Street firms including:

  • Dain Rauscher
  • First Boston Corporation
  • Drexel Burnham Lambert
  • Donaldson, Lufkin & Jenrette (now Credit Suisse)


Professional Licenses & Education

Lisa has earned and maintains her Series 7 General Securities Registration and her Group I Life & Health Insurance License.

A life-long resident of Dallas, Texas, she earned a BA from Trinity University in San Antonio, Texas following graduation from Highland Park High School.

Community Service

  • Director – Friends of Tietze Park Foundation – a foundation dedicated to the preservation and beauty of Tietze Park in the Lakewood area of Dallas.
  • Past President / Board Member – Neighborhood Association Board
  • Volunteer – American Boston Terrier Rescue

Personal Interests

  • Gardening & Landscaping
  • "Green" Initiatives
  •  Historic Preservation
  • Copper (Dachshund) and Cupcake (Boston Terrier)




Phone Toll Free: (888) 634-2485 Phone: (214) 630-6336
Fax (214) 630-6337