Marilyssa Santiago

Marilyssa Santiago is beginning a new and rewarding career as a Client Care Coordinator for our Pink Orchid segmentation. Her educational background isn't rooted in finance — it's rooted in people.

Marilyssa holds a Master's degree in Social Work and a Bachelor's degree in Criminology and Criminal Justice, both from the University of South Carolina. Together, those two degrees have given her a rare blend of skills: the ability to listen closely, understand what someone is really facing, and stay steady and organized while helping them work through it.

For the last 11 years, Marilyssa has lived, worked, and built her life in Sumter, South Carolina. But her roots run wider than that. Growing up in a military family, she experienced life across multiple cultures around the globe a childhood that gave her a genuine love of travel and new experience, and taught her to embrace change, adapt quickly, and connect with people from every walk of life. Those years shaped the person she is today: someone who finds real meaning in helping others and in appreciating the people and places that make each chapter of life worth living.

Marilyssa believes life is about the relationships we build, the experiences we share, and the chance to make a difference along the way -and that belief is exactly why she felt called to this work. At Daniel Wealth Management, we believe financial planning is, at its core, about people and relationships too.

It's why we plan to care, and care to plan. Marilyssa brings that same heart to every Pink Orchid client she meets: a genuine desire to understand their story, earn their trust, and help carry the details so they can focus on what matters most.

We are excited to see what unfolds for Marilyssa as she continues learning the financial world of Wealth, Uncomplicated - and as she brings her expertise, her passion, and her willingness to learn into caring for Daniel Wealth Management's Pink Orchid segmentation.