Marcelle Belisle

Marcelle Belisle, CFP®, CRPC®, has a diverse and extensive work experience in the financial planning industry. Starting in 2006, Marcelle worked as a Financial Advisor at UBS for three years. In 2009, Marcelle joined Morgan Stanley Smith Barney, where they were a part of a seven-person team that managed over $1 billion in revenue. During this time, Marcelle provided financial planning services to high net worth individuals. Since 2011, Marcelle has been working at Edelman Financial Engines. In this role, Marcelle has primarily focused on retirement planning and capital preservation for pre-retirees and retired individuals, while also assisting with college planning, estate planning, and legacy planning. Marcelle's career demonstrates a strong commitment to helping individuals meet their financial goals.

Marcelle Belisle, CFP®, CRPC®, obtained an MBA degree in Finance from Suffolk University - Sawyer Business School from 1984 to 1986. In addition, Marcelle has obtained certifications including Chartered Retirement Planning Counselor (CRPC) and Certified Financial Planner (CFP) from the College for Financial Planning in 2019 and 1993, respectively.