Marissa CassidyMarissa Cassidy, CFP®, CRPC®Vice PresidentWealth Planning Specialist
About Marissa
Marissa Cassidy is a Vice President and Wealth Planning Specialist at J.P. Morgan Wealth Management.
As an integral member of The Amato-Waldbauer Group, her responsibilities include the preparation and presentation of wealth management plans, overseeing the team's 401(k), profit sharing, and deferred compensation plans, and maintaining client relationships. She draws on her skills and deep understanding in the areas of annuities, life insurance, Social Security, Medicare and mortgages to assist clients in their planning needs. Marissa's dedicated and detailed approach helps cultivate exceptional and long-lasting relationships.
Marissa graduated magna cum laude from Montclair State University with a B.F.A. in Dance and a minor in Classics. She began her career in 2007 at UBS Financial Services Inc. and joined The Amato-Waldbauer Group in 2010. Marissa moved to J.P. Morgan in 2018 with the Group. She holds FINRA Series 7, 63 and 65 securities licenses and maintains her NY insurance license.
Dedicated to continuing her education, Marissa holds the CERTIFIED FINANCIAL PLANNER® professional designation, which empowers her to develop wealth management strategies that target short- and long-term goals. She is trained in personal financial planning, retirement planning, and estate planning strategies. She is completing her graduate studies toward the Master of Science in Personal Financial Planning program with the College for Financial Planning®—a Kaplan Company.
Marissa earned the Chartered Retirement Planning CounselorSM (CRPC®) designation in 2013. This program enables experienced financial professionals, who are focused on retirement planning for individuals, to define a "road map to retirement." There is a focus on clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning.
A native New Yorker, Marissa lives in Manhattan. In her free time, she enjoys traveling, cooking, and exploring the city and all the culture it has to offer, especially Broadway.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now