As a financial advisor, Certified Financial Planner™ professional and Certified Investment Management Analyst®, Maura manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, she works with clients to help develop and implement strategies for managing wealth and realizing their goals.
Before beginning her career, Maura graduated from Pepperdine University with a Bachelor of Science degree in mathematics. In addition, she received her MBA from the Fisher College of Business at The Ohio State University with a concentration in investment management. With a passion for continuing education, she also earned both the CFP® and CIMA® designations, completing programs through The Ohio State University and The Wharton School at the University of Pennsylvania.
Outside of the office, she serves on the Endowment Committee at St. Charles Preparatory High School. Maura lives in Upper Arlington with her husband, Greg, and their children, Ave, Nick and Erik.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James is not affiliated with the above organizations and/or charitable causes.