Maura brings empathy and compassion to her approach to financial planning and investment management, understanding that her work often extends far beyond numbers and portfolios. Having walked alongside her clients through many of life’s most significant moments, she recognizes that successful planning is rooted in trust, understanding, and a deep appreciation for each client’s unique goals and circumstances.
Before beginning her career, Maura graduated from Pepperdine University with a Bachelor of Science degree in Mathematics. She later earned her MBA from the Fisher College of Business at The Ohio State University with a concentration in Investment Management. Committed to lifelong learning and professional excellence, Maura has earned both the CFP® and CIMA® designations, completing programs through The Ohio State University and The Wharton School at the University of Pennsylvania. Prior to joining Raymond James, she served as a financial advisor with Wells Fargo Advisors, gaining valuable experience in comprehensive financial and investment planning.
Outside of the office, Maura is actively involved in her community. She is a member of The Ohio State University Office of Estate and Gift Planning Professional Advisory Council and the Catholic Foundation Professional Advisors Group. A graduate of Upper Arlington High School, Maura lives in Upper Arlington, Ohio, with her husband, Greg, and their three children, Ave, Nick, and Erik, who keep her busy with ice hockey, music, Irish dance, and many other activities. In her free time, she enjoys singing in the choir at St. Andrew Parish, as well as playing tennis and golf.
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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Raymond James is not affiliated with the above organizations and/or charitable causes.