Marissa Malone

associate at GW & Wade LLC - Wellesley, MA, US

Marissa Malone's Colleagues at GW & Wade LLC
Chris Bertetta

Associate Financial Advisor/Tax Accountant

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Deborah Thomas

Cna

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Eric Berquist

Associate

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Katherine Scully

Account Specialist

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Kris Gosselin

Senior Executive Assistant

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Roger Wade

Principal & Co-Founder

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Jim Silva

Principal - SVP Client Development

Contact Jim Silva

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Marissa Malone's Contact Details
Email (Verified)
***@gwwade.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-239-1188
Location
Company
GW & Wade LLC
Marissa Malone's Company Details
GW & Wade LLC logo, GW & Wade LLC contact details

GW & Wade LLC

Wellesley, MA, US • 100 - 249 Employees
Financial Services

GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management*. Its offices are located in Greater Boston, Silicon Valley, and Metro D.C. For over 35 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning.GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Investment Advisory services offered through GW & Wade, LLC. *Assets as of 12/31/21

Financial Planning Financial Counseling Wealth Management Personal CFO Tax Planning Investment Management Estate Planning Retirement Planning Philanthropic Services 401(k) Services Stock Option Planning Asset Management Financial Services Financial Advisory Services
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Frequently Asked Questions about Marissa Malone
Marissa Malone currently works for GW & Wade, LLC.
Marissa Malone's role at GW & Wade, LLC is associate.
Marissa Malone's email address is ***@gwwade.com. To view Marissa Malone's full email address, please signup to ConnectPlex.
Marissa Malone works in the Financial Services industry.
Marissa Malone's colleagues at GW & Wade LLC are Chris Bertetta, Deborah Thomas, Eric Berquist, Katherine Scully, Kris Gosselin, Roger Wade, Jim Silva and others.
Marissa Malone's phone number is ["+16173381948"]
See more information about Marissa Malone