Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

Marissa Kivett

First Vice President–Wealth Management

With a keen focus on clients' personal values and goals, and the impact each financial decision can have, I simplify the complex needs of my clients and their families, and provide clarity and organization through comprehensive financial planning.

As a CERTIFIED FINANCIAL PLANNER™ professional and portfolio manager, I use a consultative process to oversee the development of each client's personal financial plan and investment strategy. My mission is to provide objective and timely financial guidance on clients' assets and liabilities - with the highest level of professional service - in building and preserving wealth for individuals, trusts, retirement plans, and businesses.

I joined UBS in 2020 with over 12 years of experience as a financial advisor. During those years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. During my tenure at Wells Fargo Advisors, I was recognized as a Premier Advisor and additionally earned the appointment of Blue Chip Council at Morgan Stanley Smith Barney, distinctions that are awarded only to the top portion of advisors at each firm.

I am an active participant in Women's Forums focusing on empowering and mentoring female leaders in the financial services industry, hoping to bring education and awareness to women to assist with their financial needs.

I currently reside in Wayland with my husband, son, daughter, and what feels like a growing list of pets. Outside of work, I am an active runner and outdoor enthusiast enjoying hiking, camping, and skiing.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • MA
  • MD
  • ME
  • NH
  • NJ
  • NV
  • NY
  • RI
  • SC
  • VT

Education

  • Bachelor of Arts, University of New Hampshire

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Education planning
Estate planning strategies
Investing
Women investors
Professionals
Corporate executives
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8909

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Marissa photo

    Marissa Kivett

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • MA
    • MD
    • ME
    • NH
    • NJ
    • NV
    • NY
    • RI
    • SC
    • VT

          55 William Street
          3rd Floor
          Wellesley, MA 02481
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          Nella Hogarth

          Client Associate

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          • CA
          • CO
          • CT
          • DE
          • FL
          • KY
          • MA
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OK
          • RI
          • SC
          • TX
          • VA
          • VT

                55 William Street
                3rd Floor
                Wellesley, MA 02481

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