Welcome to the Pacific Northwest Firm of AXA Advisors, LLC

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Address:

10500 NE 8th Street, Suite 1600
Bellevue, WA 98004

One SW Columbia, Suite 1550

Portland, OR 97258

Phone:

Bellevue (206) 728-2400 , Portland (503) 222-9471

Marisa DiLorenzo Davidson

Marisa DiLorenzo Davidson

Financial Consultant

We learn how to deal with money through observation and experience. There's no perfect book or newspaper article that provides us with all the tips and tricks to a sound financial plan. There are, however, financial consultants like myself who are trained in the likes of investing, asset allocation, tax shelters, retirement and college savings.

My lessons in financial planning came like many, through experience. My experience came from a complex family estate planning situation involving beautiful property in the Pacific Northwest, a 100 year old great grandmother and 5 generations – all trying to figure out how to financially live happily ever after.

My passion for financial planning and advocacy of financial education came through my personal experiences. It shaped me as an advisor. My work with clients is not just a job, each client is unique and my goal is to guide them along the way. 

At Stewart Financial Group we do the planning, asset management, risk evaluations and much more. We provide: 
• Financial advice & counseling
• Wealth management & financial planning
• Tax advantage investment vehicles
• Risk Management
• 401k/IRA rollovers
• College savings plans
• Asset & family protection
 

California Insurance License #: 0I72188


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6272
Fax 206-956-6202
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Check the background of this financial professional on FINRA's BrokerCheck