,FPQP®
As a Client Service Specialist, Marisa provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
When you’re not working you’re…?
When I’m not working, I enjoy spending time with my family and friends. When the weather is nice, you can find me on a trail hiking with my rescue dogs. I enjoy being surrounded by nature.
How do you do good in your community?
I volunteer my time at local animal rescues and provide foster care for animals in need.
Where did you grow up? Where do you live now?
I grew up in Westfield, New Jersey. In 2019, my husband and I bought our first home in Asheville, North Carolina, and this is where we currently live.
What’s a destination in the world that you aspire to visit?
I aspire to visit Poland and Sweden because those are the countries that my mother’s ancestors came from. My father’s ancestors came from Italy. I visited the towns where they used to live in Italy and it was a wonderful experience, so I’d love to do the same in Poland and Sweden. I’d also love to see the northern lights!
Financial Paraplanner Qualified Professional℠
Rutgers University
BS, Ecology
