Our Team
Marissa D'Ambrosio
Paraplanner
As a paraplanner, Marissa assists Financial Planners with analysis and preparation for client meetings, updates clients' financial plans, and contributes to financial planning projects and research.
Marissa earned her Bachelor of Science in Accountancy and a minor in Writing & Rhetoric from Villanova University. She brings seven and a half years of experience in client relations and procedural compliance as a Senior Financial Crimes Compliance Consultant and two and a half years of experience specializing in supporting lead advisors, building financial plans, and maintaining client relationships. Known for her attention to detail, collaborative mindset, and commitment to excellence, she consistently seeks opportunities to elevate the client experience.
On a Personal Note
Marissa lives in downtown Charlotte, NC. Before moving to Charlotte, she spent most of her life in New Jersey and New York City. Marissa completed a year of service with the Augustinian Volunteers in San Diego, CA. Outside of work, she enjoys spending time with friends, family, and her family dog, Rocco. She also loves traveling, staying active, listening to podcasts, and exploring Charlotte's vibrant and ever-growing restaurant scene.