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Our financial advice team


Marisa Simonetti, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Marisa Simonetti

CRPC, BFA, CDFA®

Financial Advisor

GuidingPoint Financial Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • BFA™ Behavioral Financial Advisor
  • CDFA® Certified Divorce Financial Analyst

Education

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

Awards & recognition

  • GuidingPoint Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • GuidingPoint Financial Group, Ameriprise Client Experience Award, 2021-2022
  • Five Star Wealth Manager, 2023

Professional associations

  • Nexus Leaders Memphis

Previous experience

  • Operations Specialist at Ameriprise Financial, 2015-2018

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

Interests

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