Marissa Savino Williams

Wealth Management Advisor

Welcome from Marissa Savino Williams

 

My Purpose and Guiding Principles

"Our purpose is to educate, inspire, and challenge high integrity individuals and families to make smart and strategic decisions with their money that will reward them and their families for generations." - Marissa Savino Williams

 Our fundamental standards that guide our daily decisions are:

  • To first seek and understand our clients goals and objectives
  • To always be advocates for our clients' visions
  • To treat all relationships with trust, integrity, and commitment
  • To be lifelong learners and provide expert guidance and service

Building Relationships

Marissa works with individuals to create a lifetime of financial security for themselves and their family by providing them with the resources and tools they need to make the right financial choices and decisions.

Marissa strives to develop high level relationships with all of her clients. She asks challenging questions to uncover the most important financial objectives during their lifetime.  Marissa believes that it is critical and enjoyable to work with individuals who share her values: honesty, integrity, trust, a love for family, and a desire to continually grow personally and professionally. She looks forward to working with you.

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.


Marissa Savino Williams featured on Forbes.com

See how Marissa Savino-Williams works with clients to ensure they have the right amount of life insurance coverage. Her planning is profiled on Forbes.com – click here to read the story.


Resources for Wall Street Professionals

As a Wealth Management Advisor with Northwestern Mutual, Marissa works with affluent professionals and their families, including many from the largest Investment Banks, Hedge Funds and Private Equity Firms in Manhattan. Marissa recommends the following resources:

Detailed Listing of Investment Holdings: Download a comprehensive listing of Northwestern Mutual Life Insurance Company's investment holdings.

Advanced Planning Library: This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

Financial Ratings Agencies Reports: Ratings Agency Analysis of Economy's Impact

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck