Marisa Prevatt
Director of Operations / Chief Compliance Officer
727-344-7711
Marisa Prevatt has been an integral part of the firm since 2007, overseeing client relationships and regulatory compliance. As Chief Compliance Officer, she ensures that the firm operates within federal and state regulations, maintaining the integrity of advisory practices. She also facilitates communication between advisors and clients, ensuring timely and efficient information flow, while managing overall office operations.
Marisa holds a Bachelor’s Degree in Business Administration. Before transitioning into the financial industry, she taught English as a second language in Brazil, her home country.
Outside of work, Marisa enjoys spending time with her husband and two daughters, tending to her yard and chickens, and taking long walks.
