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Marshall Barclay, CFP®, CRPC®, MBA

Assistant Regional Managing Director—El Paso APO



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Marshall has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is a Financial Planner with Lincoln Financial Advisors, specializing in financial planning advice for physicians, small business owners and retirees in the El Paso and Las Cruces area. He also works closely with universities as an advisor, helping employees toward reaching their retirement goals. Marshall acts as his clients’ problem solver and strives to make a difference in people’s lives by helping them toward achieving their financial goals. For many people before meeting and working with Marshall, they either think they’ve got everything covered, or unaware of any problems altogether. By helping them identify the disconnect between what they think is their current financial situation and the reality as delivered in a written, coordinated and customized financial plan, Marshall helps gives them comfort and confidence so they can sleep at night.

Marshall also serves as Assistant Regional Managing Director for Lincoln’s office in El Paso, TX. In this role, other advisors look to him for coaching and guidance. Marshall assists them with case design, implementation strategies, and practice management. The El Paso office recently acknowledged Marshall as their Financial Planner of the Year in 2012, 2014 and 2015*.

In addition to the CERTIFIED FINANCIAL PLANNER™ professional certification (CFP®), Marshall also earned the Chartered Retirement Planning Counselor® professional designation (CRPC®). He holds various securities licenses along with life, health, annuity and long term care insurance licenses in Texas and New Mexico. He graduated from The University of Texas at El Paso (UTEP) with an MBA, and Penn State University with a BSc in Mechanical Engineering.

Happily married, Marshall resides in El Paso with his wife Cari (Hooten) and their three children: Ashlynn, Bryson and Carsynn. He enjoys golfing and coaching his children’s athletic teams when not in the office with clients.

*This internal designation is based on revenue growth including all product lines for the El Paso Office within Lincoln Financial Advisors.