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Marissa Manzo Taylor

Keel Point, LLC

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About Marissa Manzo Taylor

Marissa Manzo Taylor is a financial advisor with over 10 years of experience in the financial services industry. She is currently registered with Keel Point, LLC in Huntsville, AL. Marissa has held previous positions at M HOLDINGS SECURITIES, INC. in Bethesda, MD. Marissa holds the Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. Marissa provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. She is also a member of the CFP Board and has a passion for helping her clients achieve their financial goals.

Firm Information

Marissa Taylor is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting service to third-party ria

Consulting service to third-party ria

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Marissa Taylor’s Registration & Firm History

AL

11/05/2021 - Present

Keel Point, LLC (HUNTSVILLE AL)

MD

06/23/2014 - 04/26/2016

M HOLDINGS SECURITIES, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 08/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marissa Manzo Taylor.
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