Helping to provide financial freedom
We make sure that everyone we work with is cared for and informed. Each client eventually becomes part of the Excalibur family and a relationship we will always value.
Since starting my financial planning practice in 1980, I have been focused on creating life-long relationships with clients. This has evolved into serving multiple generations of families from grandparents to grandchildren.
I hope you find our site informative. If you feel that you could benefit from our services or if you have any questions, please do not hesitate to contact me or my staff.
Our obligation is to our clients, not to any financial company. We are an independent office, which allows us to provide objective advice and the best financial products for each client’s unique situation.
~ Gary Marsh
Gary Marsh, CLU, ChFC, CFP©
Founding Principal of Excalibur Financial Services LLC., Gary has more than 30 years of experience working exclusively with owners of closely held businesses and highly compensated individuals. He specializes in estate and gift planning, liability protection, business succession, tax savings, wealth accumulation and insurance analysis. The focus of his recommendations to assist with family governance and the management of wealth through generations.
Named Planner of the Year in 2008, Gary was chosen for this most prestigious award among 2,500 Lincoln National representatives nationwide. This accomplishment is particularly impressive from his office based in Jacksonville, Florida, rather than in higher income areas, such as Southern California, New York, Chicago, etc. Gary has achieved the highest level of recognition for a planner in each of the various firms with which he has been affiliated.
Gary graduated from the College of Arts and Sciences at Jacksonville University in 1976 with a Bachelor of Science in Management and minors in Psychology and Marketing. He earned the coveted industry designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and the Estate and Business Underwriting through the American College in 1985. In 1987 he earned Certified Financial Planner (CFP) through the College for Financial Planning.
An avid speaker for many business associations, Gary speaks on investments, tax issues and estate planning throughout the country. He has represented his profession for Forbes magazine, WTLV-TV12, Florida Times Union and Jacksonville Business Journal. Also, Money magazine pursued and published his recommendations regarding a specific family case in April 2008.
Gary has resided in Jacksonville, Florida for more than 40 years. He has two sons, Ryan and Connor, who have both graduated from college with degrees in Business Finance. Ryan joined the firm full time at the end of 2013 and Connor is working in commercial real estate as an analyst. Gary enjoys boating, golfing, riding his motorcycle, and he is a red belt in karate. He is currently working to service his existing clients, add a select number of new clients and develop the right team to work with him as part of a succession plan for the long-term benefit of his clients.
Ryan is a native of Jacksonville and attended Christ the King and Bishop Kenny High School. During High School he worked at Hansen Yacht Sales detailing boats and after he graduated started a small business maintaining private vessels throughout Jacksonville and St. Augustine. He decided to return to school after working his business and started at the University of North Florida. While attending college he started working at Carrabba’s Italian Grill and worked his way up from a busser to server and then on to bartender. In March 2010 he was hired on as a bartender at Ruth’s Chris Steakhouse in Ponte Vedra Beach which allowed him the opportunity to interact and communicate with successful people and business owners.
Ryan graduated with a Bachelors Degree in Business Finance in the spring of 2013 from the University of North Florida. While in school he excelled in Securities and Portfolio Analysis and Investments. During his last year in college he completed an Internship at Lincoln Financial Advisors where he ran performance analysis on portfolios and worked directly with one of Lincoln’s top producers. Ryan decided to put his college degree to work and start a career full-time in late 2013 at Excalibur Financial Services where he has taken a specific interest in Life Insurance. Ryan enjoys spending his free time fishing, scuba diving and riding motocross.
He has become an integral part of meeting, servicing, and developing new clients at Excalibur Financial Services and is driven toward becoming a partner in the firm.
Amanda Nichols is the Administrative Assistant for Excalibur Financial Services. Amanda is responsible for assisting with client meeting preparation, record keeping, and creating a welcoming environment for clients, as well as for staff. She is the newest member of the Excalibur Financial Services team. She is skilled in all Microsoft programs and has been learning incredibly fast since starting at Excalibur Financial Services in October 2015.
Amanda grew up in Jacksonville, FL and attended Bishop Kenny High School. After high school, Amanda attended Florida State College of Jacksonville and earned her Associates degree. She worked at ICS|Merrill for two years while finishing her associates. She then pursued a degree in Hospitality Management at the University of Central Florida. While working on her bachelor’s degree, she gained employment at the Walt Disney World Swan and Dolphin achieving two of the three internships she needed to graduate. She then studied abroad in Innsbruck, Austria for 4 months, where she traveled to nine different countries. After returning from Europe, she finished her third internship at Innovative Spa Management, where she was a concierge. She graduated from UCF in December 2013.
Amanda has obtained the Florida Life, Health and Variable Annuity license and Series 7 certification.
Connor received his Bachelor’s Degrees in Finance and Real Estate from Florida State University in 2012. Connor has since been working with a sector leading publicly traded REIT, Regency Centers, as a senior financial analyst. He started with the company in the real estate accounting department where he abstracted particular information from several different types of lease documents. This information would be used by various departments all throughout the company. After a short time in this role, he was promoted to a financial services analyst where he analyzed large quantities of data and compiled comprehensive quarterly reports for the executive team. In another promotion within Regency Centers, he was a senior financial analyst for the east region. In this role, he was tasked with underwriting the potential acquisition of shopping centers. This information was used to determine whether a property met investment guidelines set by the board and if it should be bought.
Connor joined Excalibur Financial Services in October of 2016. After gaining valuable experience in the corporate world, he decided to bring his education and knowledge to the family business. He looks forward to being able to learn all he can from his Father’s 35+ years of experience in the financial services industry. Connor is eager to continue building on that success with his brother and the Excalibur team.
Connor is currently broadening his understanding of all aspects of the financial services industry and he holds a Series 7 license and is studying for his Series 66 certification.