Marissa Moore
Based in Scottsdale, Marissa supports clients and advisory teams by coordinating account administration and service needs, helping ensure a smooth, responsive, and reliable client experience.
Ways to Connect
Marissa Moore is a Senior 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!
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.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor