Marriott is a committed and experienced financial advisor with over five years in the financial industry. Recognized for her exceptional achievements, Marriott reached the prestigious Million Dollar Round Table (MDRT) status in just eight months, a testament to her dedication and expertise. In 2025, she will be promoted to Prestige Wealth Manager, reflecting her continued growth and success in the field.
Specializing in Estate Planning, Marriott focuses on helping clients optimize their financial resources so they can allocate more toward what matters most to them. She has a deep passion for financial planning and works closely with clients to create personalized strategies that free up time and money, allowing them to focus on their personal priorities and goals.
Marriott also supports pre-retirees in navigating the complexities of balancing their retirement aspirations with the increasing costs of healthcare and living. By identifying inefficiencies in financial planning, she has successfully helped clients save significant amounts on insurance while maintaining or even improving coverage, ensuring that they can direct more funds toward their long-term objectives.
With a client-centric approach, Marriott empowers individuals and families to alleviate financial stress, achieve their goals, and enjoy a higher quality of life by spending more time doing what they love with those they care about most.
