Marissa makes sure the needs of our clients are always her biggest priority. As a highly responsive, well-organized and excellent multitasker, she provides prompt answers to our clients’ service requests. She also greatly assists our financial advisors with preparing reports, processing documents and handling administrative duties.
Marissa’s father was in the financial services industry, so she grew up around the business. Before joining our team in 2018, she worked in the Raymond James home office as a transition consultant and as an executive assistant to the firm’s chief investment strategist. She earned a bachelor’s degree in finance from the University of South Florida.
Marissa is originally from St. Petersburg, Florida, and now lives in New York City. In her free time, she enjoys working out, running, walking, theatre, ballet, cooking and spending time with her friends.