Maureen began her career in financial services in 1991 with Smith Barney and joined UBS predecessor firm, PaineWebber, in 1994. She has been an essential part of Bill Einstein’s team since 1998.
Working primarily with affluent individuals and families, Maureen is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Maureen understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.
Maureen grew up on Long Island, and after living in New York City and Hoboken for over 20 years, she now resides in Babylon, NY. She studied accounting at the New York Institute of Technology and has earned Series 3, 7, 63 and 66 securities licenses, as well as annuity and life insurance licenses. Outside of work, Maureen enjoys skiing, hiking, traveling and spending quality time with her family, friends and chocolate lab, Luna.
Registered States:
AL, CA, CO, CT, DC, FL, IL, MA, ME, MI, NH, NJ, NY, PA, RI, TX, VA, WA