Verified recordFinancial Services

Marissa Illingworth

Director of Operations at Canon Capital Wealth Management

Based in Lancaster County, United States

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Seniority

Director

Department

Operations

Location

Lancaster County

Industry

Financial Services

Company size

7

Contact information

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Email

1 credit

m•••••••@canonwealth.com

Phone

5 credits

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Background

About Marissa Illingworth

Experienced financial services professional with a passion for practice management, office solutions, and software implementation. I manage the daily business operations for our team of nine. I began my career in wedding retail sales and learned how to thrive in a busy environment and connect with people. While I still enjoy event planning on the side, I thrive when I can help people achieve their goals and see them succeed! Skilled in Microsoft Word, Retail, Sales, Communication, and Customer Relationship Management (CRM). Understanding how things work makes me happy. Licensed Investment Advisor and Insurance Producer in PA. Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as Canon Capital Wealth Management. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the author nor Summit are affiliated with LinkedIn, Inc. Any non-Summit URLs, external websites or links mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions carefully. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. We cannot accept endorsements and recommendations

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