portrait of Marisa C Otto
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Marisa

As an Edward Jones financial advisor, nothing is more important to me than learning what's important to you and your family. Once I understand that, we will work together through our established process to create a personalized strategy to help reach your financial goals. Then, we will continue to work together through your life to help keep you on track toward those goals.

Prior to joining Edward Jones, I worked as a director of business development in the high tech industry. In 2002, I considered making a career change. And in the process, I met someone in the finance industry who...

Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Retirement Savings Strategies
  • Not-for-profit Organizations

Work History

  • Edward JonesOctober 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • College of St ScholasticaBachelor of Commerce

Personal Interests

  • Volunteering
  • Traveling
  • Pickleball
  • Cooking
  • Cycling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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