Marissa Willis
About Me
Marissa Willis is a Senior Vice President and Wealth Management Advisor specializing in investment strategy and financial planning for clients who want to offload the stress and complexity of managing their wealth. She takes a deeply personalized, institutional‑level approach, combining disciplined planning, efficient portfolio construction, and behavioral guidance to help clients stay confident and on track. Marissa is a CERTIFIED FINANCIAL PLANNER® ,Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Certified Divorce Financial Analyst.
Outside the office, you can find her with her husband, Mathew, and their two children, often golfing, traveling, or supporting the NICU community through her board work with Hand to Hold.
For those balancing thriving careers, growing families, or long‑earned freedom in retirement, time is your most precious asset. I partner with discerning clients who I feel value expertise and prefer to entrust the complexity of their wealth to someone who treats it with precision and care. My approach is designed to remove stress, simplify decisions, and elevate your financial life , so you can stay fully present in the life you've built.
Join us for a monthly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to help keep you info...
Join us for a monthly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to help keep you info...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
