Marissa Pattison
Vice President, Client Performance Analyst at Wells Fargo Advisors
Based in United States
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Seniority
Vp
Department
General Business & Management
Location
United States
Industry
Financial Services
Company size
15K
Contact information
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m•••••••@wellsfargoadvisors.com
Phone
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Background
About Marissa Pattison
Experienced wealth advisor focused on providing individuals, families and organizations with personalized wealth advice to help them meet their goals. I am a CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years-experience in the industry. As a Wealth Advisor at Mariner, I help my clients find solutions to complex wealth challenges. At Mariner, our team of advisors and associates collaborate on tax planning, estate planning, insurance, trusts and more. Because when we have access to a more collaborative approach, we believe we can find more sophisticated solutions. Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Advisor.
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