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Malissa J. White

541-600-3970

Malissa J. White

Co-Founder & Director of Business Development

As a founding member of Crosswaters Wealth Management, Malissa has brought the experience of a 26-year career with Merrill Lynch to the new firm.

Malissa has been a Financial Advisor since 2001, working alongside her husband, Eric, in the Merrill Albuquerque, New Mexico office.  In 2009 the move was made to Bend, Oregon, and at that time Malissa became an Investment Associate and assisted Eric with the management of the Merrill Bend office.  She holds the Series 7, 65 and 66 Licenses. She has a knack for client event planning and helping an office flourish.

Malissa held multiple roles at Merrill, beginning as a District Director's Assistant in which she helped manage six office locations consisting of over 80 employees.

When Malissa is not in the office, you can find her planning "Memory Making Moments" with her family, including her parents, in-laws, adult children Michael and Megan, teen boys Carson and Christopher, and grandson Paxton. She enjoys giving back to her community, photography and "everything outdoors" from hiking to deep sea & fly fishing to the quiet moments working in her yard.

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A Message from
Eric White

After spending nearly 29 years at one company, I am proud to announce the launch of my own independent wealth management firm, Crosswaters Wealth Management. Our entire team is extremely excited to be joining me as we take this step together. It has long been my dream to create a firm that is guided by the core foundation of always putting our clients’ interests first. This would be an opportunity to develop a company that aligns with my values – one that focuses solely on delivering advice and solutions that are not conditioned to corporate interests or quarterly results. The sole mission of Crosswaters is to prepare and position you and your family for the financial freedom you desire.

I spent countless hours reviewing and analyzing potential partners who could deliver a world-class planning and investment platform —and had a proven track record of securing clients’ assets. This process brought Crosswaters to Sanctuary Wealth and BNY Mellon | Pershing – two outstanding firms whose capabilities and culture made them the right fit for us. Pershing is an industry leader in clearing and custody services and is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. BNY Mellon is the largest custodian in the world by a significant margin.

Crosswaters is one of the more than fifty independent firms that make up the Sanctuary Wealth family. Through Sanctuary’s platform, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership, as well as opportunities to collaborate with other partner firms, expanding our access to innovative ideas and investment vehicles.

Becoming an independent advisor creates the flexibility to provide unique solutions and ideas while maintaining the highest fiduciary standards. My career path has uniquely prepared me for this evolution to independence, and I will focus all of my attention to helping our clients pursue their goals. We look forward in working together with you at Crosswaters Wealth Management.

Eric White
Chief Executive Officer, Founder, Wealth Management Advisor

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