Marissa has been a part of the financial services industry since 2006 and joined Merrill in 2015, when she relocated to Texas from California. Her focus is on developing tailored strategies for high-net-worth clients, their families, and their businesses to help them pursue both short- and long-term financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, Marissa helps individuals and families formulate a strategic financial plans based on their individual circumstances .Uniquely, Marissa specializes in divorce financial planning, assisting clients with the financial nuances of a divorce. With her CDFA® designation, Marissa works closely with clients to review their financial situation, determine financial needs & goals, and simplifies the asset transfer process.
Marissa attended Colorado State studying business and finance. Marissa has achieved the CERTIFIED FINANCIAL PLANNER®, certification Certified Private Wealth Advisor® and Certified Divorce Financial Advisor® accreditations. In her free time, Marissa and her husband Mat are busy with their daughter Ryann and new son, Jordan. Additionally, they enjoy golfing and traveling.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to keep you info...
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to keep you info...
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to keep you info...
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to 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.
