Marissa Baldoni
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Princeton, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Princeton
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
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Background
About Marissa Baldoni
Wealth is about more than money and investing. It's about creating something better, for yourself and the people you care about. I'm a Financial Advisor with the Kent Mollo Group at Merrill in Princeton. My team and I are committed to providing clients with the best life possible with the resources they have available. We don't just speak these words-we live them. We strive to enhance clients' lives through our actions, our reliability, and our perseverance in getting things done. I joined Merrill in 2017 and quickly immersed myself in my profession. I bring a lot of energy to everything I do, eager to have a positive impact on the people I meet. My colleagues are among some of the most seasoned and accomplished Advisors at the firm; I lean on their insight and perspective in connecting clients to the advice they need. Together, we help simplify the complexities that wealth can pose by resolving issues, tracking down potential solutions, and integrating wealth's many moving parts. Education is very important to me, for myself and the clients I serve. To that end, I have attained three industry designations that signify my seriousness and commitment. I hold the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc, the Chartered Retirement Planning Counselor™ designation, and the Accredited Wealth Management Advisor™ designation. This training complements the hands-on experience I've gained, allowing me to share forward-thinking ideas with clients. WHAT YOU CAN EXPECT: • I will really listen to you, appreciating where you are now and where you want to be. • I will work hard for you, helping advance steady progress toward your goals. • I will be a positive presence in your life, here for you when you need me. OUTSIDE THE OFFICE: I love to work on my golf game, downhill ski-especially Powder Mountain in Utah, and enjoy horseback riding. REACH ME DIRECTLY: marissa.baldoni@ml.com
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