Marisa Fezza Pollard, CFP

Vice President, Financial Advisor

Contact Me
Marisa Fezza Pollard, CFP

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

About Me

Marisa Fezza Pollard began her career in the financial services industry in New York at the Bank of New York as part of its institutional soft dollar sales group. Next, she relocated to Boston as a Relationship Manager in Institutional Fixed Income at Loomis Sayles. In August 2003, she joined Smith Barney and moved to Oppenheimer & Co. Inc. in 2009 with Gretchen Wallace. Marisa and the team joined Morgan Stanley in May of 2017.

A New Jersey native, Marisa moved to Rhode Island to attend college, graduating from Johnson & Wales University with a Bachelor of Arts degree. Marisa holds the Certified Financial Planner™ designation by the Certified Financial Planner Board of Standards Inc. She was formerly a Board Member for the nonprofit organization, Girls on the Run Rhode Island. She lives in East Greenwich, RI with her husband, three children, and two Boston Terriers.

She holds her General Securities License (Series 7), the Futures Managed Funds Examination (Series 31), the Equity Trader Limited Representative License (Series 55), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Advisor Law Exam (Series 65). She is licensed as an agent for Life, Health, and Variable Annuities in the states of Rhode Island, Massachusetts, New Jersey, and New York.

Securities Agent: AZ, CA, CO, CT, DE, FL, IL, MA, MD, ME, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, TX, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1703202


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Alternative Investments
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Retirement Planning
  • Trust Accounts
  • Wealth Consulting
  • Wealth Management

Client Service Team

Client Service Team

Holly Wood

Client Service Associate


Holly supports Marisa and Gretchen in providing excellent service and coordinates administrative aspect for their team and clients.

Holly began her career in the financial industry in 2015 when she joined Oppenheimer & Co as a Client Service Associate where she earned her Series 7 and Series 63 licenses. Holly joined the Weybosset Group in 2017. Prior to that, she worked as the Travel Operations Coordinator for Collette Travel.

Holly holds a BA in Marketing and also Management from the University of South Carolina. During her undergraduate studies, Holly spent a semester studying at the University of Barcelona and she lived in Daegu, South Korea for over a year after graduating.

She currently lives in Greenville, Rhode Island with her dog and fiancé. Away from the office, Holly enjoys a travelling and is a lifelong beekeeper.  

Location

Location

  • 1 Financial Plaza 19th Fl
  • Providence, RI 02903


    Medical Professionals

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Marisa Fezza Pollard, CFP today.

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