Maura brings empathy and compassion to her approach to financial planning and investment management. Having been through all of life’s major moments with her clients, she knows that oftentimes it’s about much more than her client’s portfolio.
She holds a bachelor’s degree in mathematics from Pepperdine University and an MBA from The Ohio State University Fisher College of Business, and is committed to ongoing education to better serve her clients. Prior to joining Raymond James, Maura was a financial advisor with Wells Fargo Advisors.
Maura lives in Upper Arlington, Ohio, with her husband Greg and their three children, Ave, Nick and Erik. In her free time, she sings in the choir at St. Andrew Parish and enjoys playing tennis and golf.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.