From the onset of her career, Maria recognized the value of working with families with different objectives and aspirations. Having spent over thirty years advising clients as they transition from early savers to successful retirees, she has developed the expertise to deal with the unique challenges that are presented in each stage of their financial lives such as wealth accumulation, income generation, and legacy planning.
Previously, Maria was Vice President Wealth Management with UBS where she was concurrently Coordinator for Mutual Funds and Insurance for the local office. Prior to that, she joined Merrill Lynch in 1985 in Washington DC where she was recognized for her performance and appointed a Vice President in 1990. During her eleven years with the firm, she began her specialty in advising diplomats and foreign nationals on the rules and regulations of investing in the United States. In 2007, she joined Smith Barney as Vice President Wealth Management.
Maria holds the CIMA® (Certified Investment Management Analyst) designation which she received after completing the necessary educational program at the Wharton School, University of Pennsylvania, in February of 2005. She received her Bachelors of Science in Business Administration from American University in Washington DC.
She dedicates her efforts to causes that promote education and leadership for young women. She has served on the Board of Directors of her Alma Mater, St. Elizabeth Seton, H.S. with the mission to promote a strong education for adolescent women in high school. She is also a very active member and advisor of the Women’s Foreign Policy Group. Since 2014, she has served on her firm’s Diversity Council, promoting diversity within the firm and our clients. Lastly, she has been a speaker at prestigious international organizations such as The World Bank and InterAmerican Bank, presenting topics such as Retirement Planning.
Services Include
- Business Planning
- Financial Planning
- Estate Planning Strategies
- Life Insurance
- Qualified Retirement Plans
- Retirement Planning
- Wealth Management
- Philanthropic Management
- LGBT+ Planning Services
Securities Agent: NY, MS, MN, CO, IL, LA, MI, MA, NJ, CA, IN, DE, AK, NC, ME, VA, MD, TX, CT, AZ, WI, NV, FL, PA, GA, PR, SC, WA, OR, NM, DC, RI, NH, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1403981