Marissa W Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Marissa W Location
- Austin, TX, US
Marissa W Work
- 2015 -now Wealth Management Advisor, Senior Vice President @
- 2013 -2015 VP; Branch Manager @
- 2006 -2013 AVP; Branch Manager @
Marissa W Education
- Yale School of Management
Wealth Management Theory & Practice Exec
2019-2020
Marissa W Skills
- Customized Retirement Planning
- Corporate Retirement Plans
- Financial Literacy
- Financial Strategies for Women
- Family Wealth Planning
- Divorce Financial Advising
- Divorce Wealth Management Planning
- Wealth Management Planning Strategies
- Generational Wealth Planning
- Estate and Retirement Planning Services
- Customized Wealth Planning
Marissa W Summary
- Marissa W, based in Austin, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Marissa W brings experience from previous roles at Bank of the West and Bank of America. Marissa W holds a 2019 - 2020 Wealth Management Theory & Practice Exec @ Yale School of Management. With a robust skill set that includes Customized Retirement Planning, Corporate Retirement Plans, Financial Literacy, Financial Strategies for Women, Family Wealth Planning and more. Marissa W has 2 emails and 1 mobile phone numbers on RocketReach.
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