Marissa Taylor

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.