Marissa Serrano

Marissa Soto

Relationship Manager, Operations

(866) SRP-401K x 772
See the Oklahoma Team

Marissa has been in the financial service industry since 2011. Prior to joining SRP, Marissa worked as an Internal Client Advisor for J.P. Morgan’s full-service 401(k) retirement plan solution supporting the PacNW Region (Pacific Northwest) of 401(k) Advisors. She specialized in helping retirement focused financial advisors with strategies that seek to grow their business and improve retirement plan design.

Marissa received her Bachelor of Science in Finance from the University of Illinois Urbana-Champaign. She holds the FINRA Series 6 (Investment Company Products/ Variable Contracts Limited Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) securities registrations through LPL Financial.

Marissa resides in Chicago, IL with her husband and two children. She enjoys traveling, baking, and attending classic car shows.

Oklahoma Team

Some things you might not know about Marissa...

What is your favorite childhood memory?

"My family had a time share in Puerto Vallarta, Mexico. Every year we would visit and to this day Vallarta remains one of my favorite vacation spots – the sunset over the Pacific Ocean is extraordinary!"

What is your favorite “treat” food?

"Cold Stone Creamery’s Birthday Cake Remix is my favorite treat. Cake batter ice cream with rainbow sprinkles, brownie and fudge!"

What three words best describe you?

"Ambitious, energetic, and loyal."