Becoming everything she needs to be for client success
Years in the industry: 21
Years with CMA: 21
Licenses: Series 11
Marissa manages to be two people at once.
On the one hand, she is warm, welcoming, and helpful to each and every one of the clients she assists.
Yet, she is also organized, efficient, and discerning as she prepares forms, disclosures, quarterly reports, asset allocations… the list goes on.
Thanks to her striking an ideal balance of friendly professionalism, Marissa makes everyone’s day a little brighter and their load a little lighter.