Knowledge, experience, leadership And the confidence to pursue your goals

Marielle began her career as a professional in the financial services industry in one of the market’s most interesting decades—and over the past several years she has helped her clients manage their wealth with clarity and expertise.

Marielle graduated cum laude from Bentley University where she received her bachelor's degree in finance. Prior to joining UBS, she worked at Morgan Stanley, creating customized investment solutions and financial plans for high net worth families of nearly $3 billion in assets. Having set the highest standards of financial planning knowledge and principles of integrity and ethics, she holds the CFP® certificate and is also a member of the Financial Planning Association. She has engaged in several speaking engagements over the years discussing financial planning techniques and how to create long-lasting wealth.

Marielle's areas of focus include custom investment portfolio construction, asset allocation, and advanced financial planning techniques. She follows a comprehensive process that begins with understanding what is most important to her client and then uses those specific goals and objectives to work alongside Lee to implement a customized investment strategy.

In addition to her practice, Marielle is passionate about educating and inspiring young minds. She is an active member on the leadership boards of various non-profit organizations including the Liberty Science Center, READ Alliance, and Building Beats. She speaks regularly on panels as a role model for tomorrow's female leaders and is a career advisor for her college, helping students choose career paths and obtain internship opportunities.

In The Press

"Divorce Under New Tax Law Could Complicate Calling It Quits" USA Today, 3/12/18

"Why Linking Finance and Wellness Might Attract Millenial Advisory Clients" On Wall Street, 03/13/18

"Amazon Wants To Get To Teenagers Before The Banks Do" Bloomberg, 03/29/18

"Millenial Women Are Letting Men Take Care of the Money" Bloomberg, 03/06/19

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

New York, NY

- Present

Registered States:

AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NY, PA, SC, SD, TX, VA