Prioritizing your unique financial needs to help you live a fulfilling life
As Officer, Associate Wealth Advisor, Merissa assists clients in living out their definition of a fulfilling life through personalized wealth management solutions. She focuses on listening to each client’s specific goals and challenges and asks compelling questions to get to the heart of their unique financial needs.
Experience
- Former roles include Financial Planning Paraplanner and Financial Planning Intern
- BBA in Finance with an emphasis in Financial Planning
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- SecureFutures volunteer
- Cathedral Center volunteer serving the homeless community