CoverProfile

Marissa Waldron

Financial Planner

Carlson Financial

United States, South Carolina, Beaufort

About Me

Marissa was born and raised in Washington State. She earned her Bachelor of Arts degree in Finance from Linfield College in McMinnville, Oregon. Marissa is married to a Marine Corps pilot and together they enjoy hiking, camping, and spending a lot of time on house projects. Marissa is a Certified Financial Planner™ and enjoys the personal nature of working with clients, helping them plan for life events and achieve their goals. She previously worked at Fisher Investments for 5 years as an Investment Counselor and has been with Carlson Financial since 2017.

Profile Information

Financial Planner

Carlson Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Beaufort

South Carolina

United States

Oct 12, 2025

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