Maria is a Senior Wealth Strategy Associate. She brings over 20 years of financial industry experience to the team, encompassing all aspects of client servicing and private banking for high-net worth families.
Maria has also worked for Bank Julius Baer and Credit Suisse in Los Angeles, as well as in Lugano, Switzerland.
Maria grew up in Los Angeles and earned her bachelor of arts degree in Sociology from the University of California, Santa Barbara. She holds FINRA Series 7 and 66 securities licenses, and is fluent in Italian and conversational in Spanish.
Maria and her husband have two children. Maria serves as the President of her children's elementary School PTA. In addition, Maria sits on the Board of Haven Academy of the Arts, an Arts Education Program that seeks to develop character and life skills in youth through the performing arts.
Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MI, MN, MT, NC, NJ, NM, NV, NY, OR, TX, WA