Advisor profile


My approach

Marisa Simonetti - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Marisa Simonetti - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Saving for Education
  • Cash Flow Management Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Tennessee-Knoxville, Major in Finance-Concentration in International Business, 2015
  • University of Tennessee-Knoxville, Minor in Economics, 2015

Interests

I enjoy playing tennis, watching movies, and spending time with friends.

Community participation

I was a provisional member for the 2016-2017 year. I have been placed to volunteer with Memphis Athletic Ministries for the 2017-2018 year and Kids in the Kitchen for the 2018 - 2019 year.

  • Junior League of Memphis

Professional associations

  • Nexus Leaders Memphis

Previous experience

  • Operations Specialist at Ameriprise Financial, 2015-2018