About Maria
Maria provides a broad range of client services and operational support for a team of wealth advisors. She is also responsible for assisting clients and advisors with their transactional account need.
In her free time, Maria enjoys biking and swimming. She also loves playing and singing with her two small children.
Education and Professional Milestones
- Bachelor’s Degree in Liberal Arts with a Minor in Early Childhood Education
- Has also held a financial services role for Choate Hall & Stewart LLP
- Worked as a flight attendant for North American Airlines, a small charter Airline based out of JFK, traveling to more than 15 countries
Maria provides a broad range of client services and operational support for a team of wealth advisors. She is also responsible for assisting clients and advisors with their transactional account need.
In her free time, Maria enjoys biking and swimming. She also loves playing and singing with her two small children.
Education and Professional Milestones
- Bachelor’s Degree in Liberal Arts with a Minor in Early Childhood Education
- Has also held a financial services role for Choate Hall & Stewart LLP
- Worked as a flight attendant for North American Airlines, a small charter Airline based out of JFK, traveling to more than 15 countries