Hallie Swayze Marshall

Hallie Swayze Marshall is a professional with extensive experience in the investment and financial services industry. Currently serving as Transitions Manager and Senior Advisor Support Specialist at Spire Investment Partners, LLC since March 2024, Hallie has held various roles including Advisor Transition Manager and Trading Manager at C2P Enterprises from November 2021 to April 2024. Prior experience includes managerial positions at Goss Advisors, where roles involved transitions and operations, and serving as Registered Client Service Associate at CBD Wealth Management. Hallie began the career as a Sales Assistant at Coker and Palmer Investment Securities, Inc. after working as an agent at New York Life Insurance Company. Hallie earned a Bachelor of Business Administration with an emphasis in Human Resources from the University of Mississippi - School of Business Administration in 2009.