Marianne Pursley, CFP®

Principal, Investment Advisor

Ms. Pursley is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations. She seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. She also coordinates with family members, outside advisors and with other members of the clients’ professional team.

With 20 years of industry experience, Marianne was most recently Senior Wealth Manager at BNY Mellon Wealth Management in Providence RI for 17 years where she worked closely with high net worth individuals and their families.

Active in the RI community, Marianne currently serves on the board of the Providence Children’s Museum. She resides in Barrington, RI.

Joined F.L.Putnam in 2019

Education

BA, Wellesley College
Certificate Financial Planning, Bryant University

Affiliations

Providence Children’s Museum, Board Member
Community Prep School, Board Member
YMCA of Greater Providence, Trustee

Committees

Investment Advisory Sub-Committee
Investment Policy Committee