Designations and Licenses

Marisa is a CERTIFIED FINANCIAL PLANNER® professional. She also holds a Life, Variable Life/Variable Annuities, Accident and Health and Travel Accident insurance license in New York.

Experience and Education

Marisa works with advisors to attract new clients to the firm, helping to maintain a high level of client satisfaction and engagement.

Prior to joining Mariner, Marisa was a wealth relationship manager at Citigroup.

Marisa holds a bachelor’s degree in finance from the University of Connecticut.

Personal Interests

Away from the office, Marisa enjoys traveling, Pilates and spending time at her local beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.