Voluntarias Savvy Ladies
Biografía del voluntario
Marisa Fezza Pollard began her career in the financial services industry in New York City over 20 years ago. She has worked in many facets of the business including Institutional Soft Dollar sales for the Bank of New York and Institutional Fixed Income for Loomis Sayles in Boston. Since 2003 she has worked in the Private Client Wealth Management business for Smith Barney, Oppenheimer & Co and since 2017, Morgan Stanley. She takes pride in her work and often describes her interactions with clients as “financial therapy”. Marisa holds the Certified Financial Planner™ designation by the Certified Financial Planner Board of Standards Inc. She has also achieved her Certified Exit Planning Advisor (CEPA®) designation and firmly believes that planning is at the core of what she does.
Marisa was named to Forbes Best In State Wealth Advisors and also Forbes Best In State Women Wealth Advisors in 2022. She has also earned the title of Alternative Investments Director at Morgan Stanley.
A New Jersey native, Marisa moved to Rhode Island to attend college. She will always be a New Jerseyan but has grown to love Rhode Island. She dedicates her time volunteering with Rhodeway Financial, an organization committed to offering comprehensive financial planning services to underserved communities. In her free time, she enjoys exploring the state and discovering the beauty and culture it has to offer. She also enjoys traveling, playing tennis, exercising and experiencing the great outdoors. She lives in East Greenwich with her husband Jim, their three young children, and her mom.
She holds her General Securities License (Series 7), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Advisor Law Exam (Series 65). She is licensed as an agent for Life, Health, and Variable Annuities.
2022-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023, 2024, & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Áreas de especialización (especificadas por el voluntario)
Budgeting;Career and Income;Debt Management;Divorce and Money;Family Finances;Health and Money;Investing;Marriage and Money;Retirement;Wealth Management;Career Coach
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