Marisa is a CERTIFIED FINANCIAL PLANNER® professional. She began working at UBS Wealth Management in 2015, working in the home office located in Weehawken, New Jersey.
Marisa joined the UBS White Plains office in 2017 as a wealth planning associate, working with the clients of all financial advisors in the branch. There, she provided guidance in a number of areas including estate planning, retirement planning, cash flow analysis, charitable giving and wealth transfer.
After completion of the Wealth Planning Associate Program, Marisa joined the Bianco-Daly team, now The Centennial Wealth Management Group.
She is a graduate of Siena College in Loudonville, New York, with a Bachelor of Science degree in business with a minor in finance.
Marisa works primarily with high-net-worth individuals, medical professionals, entrepreneurs, business executives and more, guiding them toward educated financial decisions to help accomplish their goals.
