Keel Point
Marissa Taylor, CFP®, CLU® has experience in various roles within the financial and marketing industries. Currently working at Keel Point as a Senior Client Relationship Manager and Client Service Representative, Marissa previously held positions at Andersen and Greenberg, Wexler & Eig, LLC in investment consulting services and case design. Marissa also has experience as a North America Marketing Intern at Ortho Clinical Diagnostics. Marissa holds a BS in Marketing from Salisbury University.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.