Marissa Savino Williams
Wealth Management Advisor | Strategic, Analytical & Comprehensive Financial Planning at Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Marissa Savino Williams
As a Wealth Management Advisor on Wall Street, I work with traders, brokers, and…
Experience
Wealth Management Advisor
Jul 2002 — Present · New York, NY, US
Our ultimate goal in working with clients is to become the center of their financial lives and support them throughout their entire financial journey. Partnering with them through life changes, we work through complex financial challenges; from risk management, portfolio efficiencies, tax implications, and evaluating distribution plans for those entering retirement.Our holistic approach to planning allows us to help clients fully understand the strategy behind the numbers and data of their plan. This style of financial planning goes beyond simply generating a report – our intention is to empower you to implement your plan and help hold you accountable to it, in order to achieve your goals and leave a protected legacy.The fundamental standards that guide our daily decisions are: • To first seek and understand our clients goals and objectives• To always be advocates for our clients\' visions• To treat all relationships with trust, integrity, and commitment• To be lifelong learners and provide expert guidance and serviceI enjoy working with individuals who share similar values of honesty, integrity, trust, a love for family, and a desire to continually grow personally and p••••••••@nm.com
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