Mary Marshall | Morningstar

Morningstar

More From Mary Marshall

Understanding Your Federal and State 529 Tax Benefits

A variety of tax incentives and deductions accompany many 529 plans.

Mary Marshall Jun 9, 2026

529 Plans Keep Getting Cheaper: 5 Key Takeaways From Our 2026 Study

Assets climbed to a record $550 billion, and the largest chunk is with the Big Three: Vanguard, Capital Group, and TIAA.

Hyunmin Kim May 29, 2026

Mary Marshall is an associate manager research analyst for Morningstar. She covers multi-asset strategies.

Before assuming her current role, Marshall worked as a customer support representative for Morningstar Office and as a client account executive for Morningstar Direct Advisory Suite.

Marshall earned a bachelor’s degree in agriculture and consumer economics with a minor in environmental economics and law from the University of Illinois in Urbana-Champaign.

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