Marissa Moore

Marissa Moore

In by Mission Wealth

Marissa Moore, Client Services Representative

Marissa Moore

Client Service Representative

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"Providing peace of mind to the advisors I work with and clients I help serve truly brings me joy. My driving and thriving force is knowing that clients and colleagues alike feel confident in the work and assistance I provide!"

Marissa Moore is a Client Service Representative at Mission Wealth in the Scottsdale, Arizona area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Marissa's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Marissa plays a vital role in the success of Mission Wealth.

"Providing peace of mind to the advisors I work with and clients I help serve truly brings me joy. My driving and thriving force is knowing that clients and colleagues alike feel confident in the work and assistance I provide!"

Marissa Moore is a Client Service Representative at Mission Wealth in the Scottsdale, Arizona area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Marissa's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Marissa plays a vital role in the success of Mission Wealth.

Learn About Marissa Moore

Professional Background

Marissa has worked in the financial services industry since 2016 in advisor and client-facing roles such as client services and administration. Marissa’s previous positions have allowed her to fine-tune her communication skills and provide the knowledge and intuition to answer questions before clients and colleagues even know they have them.

Personal Pursuits

Outside of work, Marissa loves traveling and exploring new places, spending time in nature, and taking her Pomeranian “Tank” to dog parks. If she isn’t out adventuring - she is spending her time with friends, family or spoiling her nephew.

Community Impact

Marissa volunteers and sets up volunteer groups with Andre House, “a ministry to the homeless and poor populations of the Phoenix area” by preparing and providing meals to those in need in her city.

As a member of the Women on a Mission group, Marissa is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Strategy team at Mission Wealth

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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