R. Marshall Jones is a nationally recognized leader in estate planning and life insurance taxation. As a Founding Principal of Jones Lowry, now Phylax Legacy Advisors, he leverages a legal and financial pedigree to address the complex challenges of wealth preservation.

Intellectual Leadership

Marshall is a frequent speaker at prestigious forums, including the Florida Tax Institute and the Miami Estate Planning Council. His published work, spanning topics from grantor trusts to indexed universal life, serves as a roadmap for advisors and clients alike.

He is the author of Making Decisions about Life Insurance, a definitive guide for families seeking to understand insurance as a sophisticated asset class. Marshall’s legal background informs every strategy he develops, helping to ensure that the architecture of wealth is as robust as it is efficient. Marshall’s recent work focuses on the intersection of intergenerational split-dollar arrangements and tax-efficient leverage, helping families enhance their impact across decades.

Credentials & Education

Marshall holds an A.B., Cum Laude, from Harvard University, as well as a Juris Doctorate from The University of Akron Law School. He holds the following industry designations:

• Accredited Estate Planner (AEP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Chartered Advisor in Philanthropy (CAP®)
• Fellow, Life Management Institute (FLMI)

Personal

Beyond the office, Marshall is a lifelong athlete. A former top-tier marathoner—finishing 36th in the 1973 Boston Marathon—he brings that same endurance and discipline to his clients’ long-term financial legacies.

CA Insurance license #0B86023