Maria is an Associate,Client Service with over seven years of expertise in client onboarding and comprehensive financial planning. She is recognized for her exceptional ability to guide clients through seamless onboarding processes and her dedication to developing personalized financial strategies tailored to their unique goals and aspirations. Maria’s background includes valuable experience at Merrill Lynch, where she served in pivotal roles such as Retirement Plan Specialist, Registered Client Associate, and Relationship Manager.
Maria earned a Bachelor of Arts in Communication from Florida State University. She is a Chartered Retirement Planning Counselor™ (CRPC®) and holds Series 7, 66, and SIE licenses, demonstrating her commitment to maintaining the highest standards of professional excellence and expertise in financial services.
Originally from Jacksonville, FL, Maria now resides in Delray Beach, FL. Outside of work, she treasures spending time with her Golden Retriever, Maple, and enjoys pursuing her interests in reading, tennis, and working out.