CFP®, Series 7 & 63 Securities Registrations*, Series 66 Advisory Registration§
Prior to her career in personal financial planning, Maura worked in the investment banking industry for over a decade as an Institutional Futures and Options Specialist. She was also a Wealth Management Advisor at a Fortune 100 financial services organization and an Investment Advisor and Financial Planning Consultant at two of the largest brokerage firms in the country. Maura also holds a Health and Life Insurance license.
In her current role, Maura leverages her 30 years of experience in the financial services industry to help clients pursue their long-term financial goals. She maintains all aspects of the client relationship, conducts in-depth financial analyses, delivers comprehensive portfolio recommendations and actively monitors clients’ financial plans and overall portfolio performance.
- BA - Economics, University of Wisconsin-Madison
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2021)15
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.
15 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2021)