Maria's distinctive ability to manage multiple aspects of a financial planning practice is a testament to her strong capabilities and knowledge. With more than 30 years of financial industry experience, she operates as the chief executive officer and financial planning consultant of her team.
She strives to maintain the highest standards of service. Earning specialized designations, Maria holds a financial planning certificate from Boston University and is a Certified Estate Planner. As a Chartered Retirement Planning Counselor she guides our clients through their planning process to help them achieve their long-term goals.
Before joining Raymond James in 2012, Maria worked at Morgan Stanley Smith Barney and its predecessor firms – working in various capacities throughout the years that included administration, management, financial and retirement planning. She earned a bachelor's degree in psychology from Nova Southeastern University and a master's degree from the University of South Florida. Maria is a lifetime member of Psi Chi, an honor society for psychology, and is also a member of Phi Kappa Phi and the United Service Organizations (USO). Active in her community, she supports the American Society for the Prevention of Cruelty to Animals® (ASPCA), Best Friends Animal Sanctuary, Fairchild Tropical Botanical Garden, St. Jude Children's Research Hospital and Manos al Sur.
A Miami native, Maria is bilingual in Spanish and English and lives in South Miami. A serious animal advocate, she is the owner of (or is owned by!) two, much-loved English Cocker Spaniels, Winnie and Missy. In her free time, she enjoys spending time with her family and her pups as well as reading, dancing and fitness.
Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.