ARCHER INVESTMENT MANAGEMENT - Key Persons

Job Titles:

• Associate Planner

I believe there is more than one path to a strong financial future. My family didn't have much when I was young. But I was taught to invest in two things--the market and my education. I am now a fiercely strategic, empathetic, and creative financial planner. My mission in this industry is to help kind and underrepresented people build wealth. I will meet where you are in your financial journey, encourage you to dream bigger, and celebrate all your wins along the way. I love to work with outside-of-the-box households (LGBTQ+, intentionally single, divorced, widowed, blended families, and more) and I have deep expertise in student loans, family planning, and values-aligned goal setting.

Job Titles:

• Associate
• Client Services Associate

I'm Danielle Marsico, Client Services Associate for Archer Investment Management. I earned my bachelor's degree from Ramapo College of New Jersey and my MBA from Montclair State University. Prior to joining Archer Investment Management, I spent the last 11 years with Morgan Stanley and Merrill Lynch where I applied my extensive operations knowledge to assist clients with their service needs. I am deeply committed to providing quality experiences to clients that are above and beyond their expectations.

Job Titles:

• Senior Planner

I'm Emily Rassam, Senior Financial Planner for Archer Investment Management. I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients. In my down time, I enjoy traveling, cooking, reading, and hiking with my son, daughter, husband, and dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.

Job Titles:

• Owner
• President

Job Titles:

• Operations Manager
• Operations Manager EMAIL Tracy

I'm Tracy Costello, Operations Manager of Archer Investment Management. After spending the last 20 years at a law firm as a family office manager, focusing in the areas of trust and foundation administration, domestic and international entity structures, and tax planning and compliance, I joined the Archer Investment Management team.