Maria began her career in the financial services industry with Bank of America in 2005. Her perspective on financial planning took on new meaning in 2013 when she was diagnosed with thyroid cancer. This experience reinforced the importance of being financially prepared—not just for achieving financial freedom but also for navigating life’s unexpected challenges. It became her mission to empower clients with the confidence and strategies to build lasting financial security for themselves and their families.
Over the years, Maria has remained deeply committed to this mission and takes pride in seeing the tangible impacts of her work. She takes on a collaborative, goals-based approach to financial planning, helping her clients achieve stability and long-term financial wellness.
Maria is a CERTIFIED FINANCIAL PLANNER® practitioner and holds both the Certified Private Wealth Advisor® and Certified Divorce Financial Analyst® certifications, underscoring her dedication to being a trusted advisor for her clients. In 2024, she joined the Cappeller Marko Group at Merrill Lynch Wealth Management, where she focuses on helping the next generation of clients navigate wealth planning and financial decision-making while helping to ensure a smooth transition of financial legacies.
Maria was born in Caracas, Venezuela and is fluent in both English and Spanish. Outside of work, she finds joy in spending time with her family, traveling the world, and giving back to her community. She is an advocate for causes that empower women and children in the areas of health, education and financial stability.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.