With over 15 years in the financial services industry, Maureen dedicates her extensive experience to offering a high level of customer service to clients. She manages a variety of administrative duties, including opening accounts and handling managed money, annuity paperwork, office mailings and service requests. Maureen plays a key role in helping the office to run efficiently, and she strives to ensure each client feels comfortable and confident with their financial care and planning.
Before joining our team, Maureen was a senior financial associate at RBC Wealth Management. She holds Series 7 and 63 licenses, and previously served in the United States Marine Corps from 1986 to 1990.
When Maureen’s not in the office, she enjoys being with her husband, Keith. They visit her daughters, Felicia and Mercedez, in California and spend time with Keith’s children, Janessa and Jake, closer to home. Originally from Boston, Massachusetts, she lives in Davie, Florida.