Expertise:
Ms. Marisi's expertise is in consulting for retirement plans.
Major Product/SVS:
Insurance and Investment Services Including Asset Management, Pre-Retirement Planning, Retirement Income Planning, Education Planning, Wealth Transfer and Estate Planning, Long Term Care Planning
Favorite Business Publication:
The Wall Street Journal; BusinessWeek
Hobbies/Sports:
Caring for Horses and Goats, Participating in Green Energy Activities
Education Degrees:
Bachelor's Degree, University of Michigan
Affiliations Awards:
Women's Network; Financial Planning Association
Highlight of career?:
The most gratifying aspect of her career is helping and making difference in others lives.
Number Of Years In Profession:
18
Education Certifications:
Pursuing Certification in Financial Planning; License in FINRA Series 7, 63 and 65; Licensed Health and Life Insurance Agent, State of Tennessee; Certified Accredited Asset Management Specialist; Certified Mutual Fund Counselor
Awards/Honors:
President's Club Award (2006-2007)