Marissa Zaun

Marissa Zaun

Client Services

 

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.

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck