Marianne Cooper is our Office Manager and Financial Planner Assistant, bringing over 25 years of experience in the financial services industry. She plays a key role in supporting both the strategic direction and daily operations of the practice. From managing client communications and preparing reports to ensuring everything runs smoothly behind the scenes, Marianne is a dependable and knowledgeable member of our team.
She holds her Series 7 and Series 63 registrations and brings a strong focus on organization, client service, and team collaboration. Her expertise and leadership help create an efficient, supportive environment for both clients and colleagues.
Outside of the office, Marianne enjoys spending quality time with her family, especially her two granddaughters. During the summer, you’ll often find her in the garden or browsing local farmers markets.