Director, wealth adviser, Round Table Wealth Management
Born and raised in the Dominican Republic, Marianne Rodriguez came to the U.S. as a young adult. “My grandparents, who lived in Miami, requested a green card for me when I was a child, but by the time it came through I was in college.”
She was allowed to stay until she finished her business studies, but then had to emigrate or lose the green card. “I arrived on a Sunday and interviewed for a job at a bank on Monday,” Rodriguez said, taking a position as a client services representative at a bank.
After almost two years and many referrals to bank securities representatives, she decided to become a financial consultant herself, eventually becoming a branch manager and earning a certified financial planner designation. Wanting to provide more holistic advice, she moved to Round Table Wealth Management, an RIA firm, in 2020, and transferred recently to its New York office.
Noting that her educated and prudent parents knew little about building wealth, Rodriguez says she is “passionate about educating people about what to do when they have some money.” She and a firm partner created the Women of Clarity program to do just that, offering free public webinars and a robust offering of educational materials designed to help women.
— Evan Cooper