Client Services Manager
Maria joined MONECO Advisors in June of 2021, after spending the last 8 years as an Associate Financial Representative with a national financial services organization with offices in Fairfield. Here she was an integral part of the team supporting both advisors, customer relations and client services. Maria is detail oriented and possesses a deep commitment to client engagement. Her goal is to deliver the highest level of personal service and professional support with every client and financial planner she is assigned to. She takes a thoughtful approach to every client's individual needs and works diligently to meet and exceed those needs. Maria holds her life and and health licenses and has a thorough understanding of the underwriting process and what it takes to keep things moving forward. Maria, her husband Tim and their son and daughter, have lived in Fairfield, CT for 18 years and love all it has to offer.
Get to Know Mairia...
Favorite part about working at Moneco: The people and the culture. Everyone is genuinely nice and extremely knowledgeable. The company fosters a collaborative, team atmosphere that allows for a real sharing of ideas.
Favorite thing to do outside of work: Listen to music, read, travel - Florence is my favorite city and spend a lot of time with my husband, kids and 82 year-old mother
What I enjoy most about what I do: Helping clients live well today and plan for the future so they can live well tomorrow
Biggest challenge: Learning all the unique and beneficial systems MONECO has in place to help me do my job with the utmost efficiency
Quotation: "If your path demands you walk through hell, walk as if you own the place"
Vacation: Florence, Italy
TV Show: Anything with a judge in it!
Music: Standards and Classical