Marisa  Bradbury,  CFP<sup>&reg;</sup> - Financial Advisor

Marisa Bradbury, CFP®

CFA

Senior Portfolio Manager

Sigma Investment Counselors

255 Primera Blvd, Suite 160
Lake Mary, FL 32746
FINANCIAL ADVISOR'S WEBSITE
(586) 242-9706

General

Marisa Bradbury is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sigma Investment Counselors in Lake Mary, FL and the surrounding communities.

Financial Advisor Experience

Marisa first came to Sigma in 1997 as an intern and joined the firm on a full-time basis in 1999 after completing her degree in General Business Administration/Pre-Law from Michigan State University. Marisa’s primary responsibilities at Sigma include serving as a relationship officer and portfolio manager on client accounts as well as participating on the firm’s Investment Committee. Marisa is a member of the Editorial Advisory and Securities Review Committee of the National Association of Investors Corp's magazine, Better Investing. Marisa earned the Chartered Financial Analyst (CFA®) designation in 2003. She is a member of CFA® Institute, serves on the board of the CFA® Society of Orlando, and is past President of the CFA® Society of Detroit. Marisa earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2011 and serves on the board of the Financial Planning Association of Central Florida.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources