As a Financial Advisor with Morton Private Wealth Strategies, Inc. Marissa is dedicated to helping individuals, families, and businesses create a goal-based financial plan so they can gain confidence in their financial future. She is guided by a set of core values: acting in the best interest of her clients, providing objective, multi-faceted financial advice tailored to each client’s needs, and maintaining the highest levels of honesty and integrity. Marissa works very closely with her clients on an ongoing basis to help them navigate through the complexities and distractions that arise throughout their lifetimes. Whether the desired result is building wealth, deriving income during retirement, providing for a loved one’s education, or preserving and passing along a legacy, Marissa is a trusted advocate for her clients’ needs.
Marissa has been a dedicated member of Morton Private Wealth Strategies, Inc. since 2014, stepping into the role of Financial Advisor in 2020. Armed with dual degrees in Political Science and Economics from Loyola University Chicago, Marissa leverages her academic background and industry experience to provide exceptional financial guidance. In partnering with Raymond James, MPWS, Inc. offers the breadth of resources and capabilities of a larger corporation, paired with the attentive service of a small practice.
Marissa’s personal life is equally fulfilling. She married her husband, Joe, in 2023, and they share their home with their energetic black lab, Goose. Outside of work, Marissa enjoys spending quality time with family and friends, and she is a devoted supporter of her brother, Jimmy, as he pursues his budding golf career. Her well-rounded approach to both her professional and personal life reflects her belief in achieving success through dedication, continuous learning, and a balanced lifestyle.