Marissa CassidyMarissa Cassidy, CRPC®Investment Associate
About Marissa
Marissa Cassidy is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Amato-Waldbauer Group, her responsibilities include the preparation and presentation of wealth management plans and overseeing the team's 401(k) and other corporate plans. In addition, she handles client annuity contracts, mortgage applications and assists with the team's trading.
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. 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, define a "road map to retirement." There is a focus on clients' preand post-retirement needs, as well as issues related to asset management and estate planning.
Marissa lives in New York City. In her free time, she enjoys exploring the city and all the culture it has to offer, as well as sharing her love of dance as a dance fitness instructor.
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
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November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
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October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now