Nerrissa joined the firm in 2020 and brings more than 15 years of industry experience to CWM. She serves as a point of contact for current and prospective clients while assisting with the firm’s operations, which include opening and maintaining accounts, client service, and other administrative functions. She does all of this in a timely and seamless manner with a smile on her face.
Before joining our team, Nerrissa worked at a financial planning firm for 13 years assisting the top senior executives. Her responsibilities included opening and maintaining accounts, from insurance to investments, tax planning, retirement, and estate planning. She also assisted with the day-to-day tasks involved in running the office. She has brought all these skills to our firm and helps keep our operations running smoothly.
Nerrissa’s friendly personality puts our clients at ease, and she truly enjoys interacting with them. She is passionate about her family, including her brilliant daughter. Outside of the office, Nerrissa enjoys traveling, cooking, and volunteering at church functions. Nerrissa is happy to work at a company that aligns with her core values.