Marissa Lawrence

Marissa Lawrence

Assistant to Mr. Taylor
ML@SATWealthMan.com
(305)722-0091, Opt. 2

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Marissa Lawrence joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role, Marissa assists Mr. Taylor with administrative responsibilities including account management, reporting and planning, communication, and client management. Marissa studied administrative assistance at Indian Hills Community College. She currently lives in Ottumwa, Iowa, and enjoys hiking and swimming with her daughter and spending time with her family.