Wellesley - Worcester St

Marissa Malone

JD, MBA

Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Marissa Malone

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Marissa Malone

Professional Certifications

  • JD – Juris Doctor
  • MBA – Master of Business Administration

About Marissa

Marissa has been serving clients for more than six years. Marissa participates in the firm’s Her Wealth® program.

Prior to joining the firm, Marissa held staff accountant positions: one for a public accounting firm, the other for an academic research organization (clinical trials).

Education and Professional Milestones

-University of Massachusetts Amherst - BA in Political Science

-Suffolk University – Sawyer Business School – MBA

-Suffolk University Law School - JD