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
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now