Maria has been with Merrill Lynch Wealth Management since 2010 and focuses on developing tailored strategies to help clients pursue short- and long-term goals for high-net-worth individuals, their families and their businesses. She does this by leveraging the investment insights of Merrill and access to the banking convenience of Bank of America. Committed to collaboration, with the client’s permission Maria can work closely with each client’s attorney, accountant and other advisors to help her offer financial advice and guidance that complements their overall situation and goals. Passionate about delivering excellent service, Maria works to help save time, make more informed financial decisions and drive progress.
Prior to joining Merrill, Maria worked for BBVA Compass Investment Solutions, servicing affluent families mostly from Latin-America. Prior to her career in the investment management field, Maria was a project manager for a medical device company, in Wurzburg, Germany. Through her past work experiences and opportunities to live in several countries, Maria is fluent in Spanish, French, German and Portuguese. She earned a B.S. in International Business Economics and a B. A. in French from the University of Arizona, and holds the Series 7 and 66 FINRA registrations.
Merrill Life Agency's California License Number 0522776
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Yoga Gives Back.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
