Marisa Thompson Joins River Wealth Advisors
River Wealth Advisors announced that Marisa Thompson has joined the firm as Client Service Specialist. In her new role with the financial advisory, Ms. Thompson will assist with the day to day operations of the firm that link both investments and wealth planning. She will also collaborate with the advisors to maintain client objectives and deliver exceptional customer service.
“Marisa’s strong client service background is an exact fit for our client-focused approach,” said Robert Caplan, CEO of River Wealth Advisors. “Having Marisa on board will help us continue to exceed our clients’ expectations.”
River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates. The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets.