Marisa Marshall

Financial Planner

     

Marisa Marshall is a Financial Planner at Capstone Financial Advisors. After graduating from college, she accepted a position with Capstone in 2020. Marisa’s role involves helping advisors support clients in achieving their financial goals. Because of her passion for wealth management, she’s highly enthusiastic about her work.

“I’m grateful to have found such a wonderful firm and look forward to building lasting relationships with our clients,” she says.”

Invested in your future

Marisa loves that her position allows her to work as part of a team to support clients. Whether she’s helping develop short-term investment strategies or long-term financial goals, Marisa is proud to be an essential part of a client’s financial future.

“I love that I’m able to work alongside others and help make a difference in our clients’ lives,” Marisa says.”

Building community

Marisa has donated her time as a community volunteer in her role with Women in Business. In addition, as a member of Alpha Phi, she fundraised for the American Heart Association and various other local and national philanthropies.

Marisa earned a Bachelor of Business Administration in finance and marketing from the University of Iowa Tippie College of Business. She also completed the LIFE (Leadership Initiative for Excellence) Program at the Consortium Institute of Management and Business Analysis in Italy. Marisa is currently working towards her CERTIFIED FINANCIAL PLANNER™ certification.

 

Marisa's Perspectives

Capstone Connections
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