Marissa D’Ambrosio

Marissa D’Ambrosio, CAMS

Associate Financial Advisor

Marissa D’Ambrosio, CAMS

Associate Financial Advisor

In her role as Associate Financial Advisor, Marissa is responsible for supporting advisors and providing an exceptional client experience. She is knowledgeable in managing multijurisdictional teams, building client relationships, and enhancing and streamlining processes and procedures. Marissa is dedicated to serving the general public and thrives on teamwork and procedural compliance.

Marissa earned her BS in Accountancy and a minor in Writing & Rhetoric from Villanova University. Before moving to Charlotte, she spent most of her life in New Jersey and New York City. Marissa completed a year of service with the Augustinian Volunteers in 2014 in San Diego, CA. Prior to joining Alpha, Marissa built her career at EY as Senior Business Consultant specializing in Financial Crimes Compliance as a Certified Anti-Money Laundering Specialist (CAMS).

Marissa has a lifelong love of learning. She is currently completing the Financial Planning Certificate program through Boston University. In her downtime, she enjoys exploring the exciting restaurant scene in Charlotte. Some of her favorite activities include traveling, listening to podcasts, biohacking, and spending time with family, friends, and her family dog Rocco. Marissa is passionate about growing new relationships while maintaining previous relationships concurrently.

Top 9 Best Financial Advisors in Charlotte & Asheville, NC ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/