Wendy Suzanne Marsden has been CCO of Tea & Taxes Company Dba ProsperiTea Planning since January 2016, is a control person of the firm and directly owns under 5% of it. Wendy Suzanne Marsden holds a Master of Science in Accounting from Isenberg School of Management, University of Massachusetts Amherst and a Bachelor's degree in Physics & Astronomy from Mount Holyoke College.
Tea & Taxes Company Dba Prosperitea Planning is a Greenfield, MA firm with $177M under management, 121 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Wendy Marsden is with ProsperiTea Planning, based in Greenfield, MA. She started doing taxes in 1992 and was licensed as a CPA in 2000, opening Tea & Taxes as a CPA tax practice. She has been a registered investment advisor in Massachusetts since 2016 and began using the name ProsperiTea Planning for the investment advisory practice.
- Prosperitea PlanningCurrent– present · 10 yearsGreenfield, MA · Adviser representative · Firm CRD 282041
Professional designations
Listed by Tea & Taxes Company Dba ProsperiTea Planning
- CPA
- CFP®
Investment adviser representative registrations
Wendy Suzanne Marsden is registered as an investment adviser representative in Massachusetts, since January 2016.
- MassachusettsSince 25 January 2016
Examinations
No examinations are on Wendy Suzanne Marsden’s record.
- Full name
- Wendy Suzanne Conrad Marsden
- CRD
- 6596601
- Firm
- Tea & Taxes Company Dba ProsperiTea Planning · CRD 282041
- Role
- CCO
- Office
- 308 MAIN STREET, SUITE 3A, Greenfield, MA 01301
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prosperiteaplanning.com
Where does Wendy Suzanne Marsden work?
Wendy Suzanne Marsden has been CCO of Tea & Taxes Company Dba Prosperitea Planning since January 2016, and is a control person of the firm.
Is Wendy Suzanne Marsden a financial advisor?
Yes. Wendy Suzanne Marsden has a current investment-adviser registration in Massachusetts, through Tea & Taxes Company Dba ProsperiTea Planning since January 2016.
How many years of experience does Wendy Suzanne Marsden have?
Wendy Suzanne Marsden has 10 years in the financial industry, since January 2016, across 1 adviser firm.
Where is Wendy Suzanne Marsden based?
Wendy Suzanne Marsden’s registered office is in Greenfield, MA.
Is Wendy Suzanne Marsden registered with FINRA?
No. Wendy Suzanne Marsden has no current broker registration.
Is Wendy Suzanne Marsden a CFP?
Tea & Taxes Company Dba ProsperiTea Planning lists Wendy Suzanne Marsden with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Wendy Suzanne Marsden’s record?
Search CRD 6596601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wendy Suzanne Marsden’s full registration record.
