Marissa Willis and her team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Merrill. Having a Merrill advisor means you can expect one-on-one collaboration with a personalized wealth plan plus access to banking solutions from Bank of America. With 13 years in the financial services industry, Marissa Willis joined Merrill in 2015. She has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Marissa Willis can help corporate executives integrate their corporate benefits into a long-term financial approach.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.
