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Maria is a Principal Financial Counselor and has been with Weston Financial since 1985. She provides financial counsel to senior executives and their families to develop and implement their personalized financial plan. Maria specializes in aligning clients' life goals with their financial goals while designing long-term strategic tax, risk management techniques, asset allocation, and investment solutions. In addition, she works extensively with founders and executives of pre and post-IPO companies to design tax efficient exit strategies that allow for the diversification of their stock proceeds. Maria graduated from Suffolk University, Cum Laude, with a B.S. in Business Administration. She volunteers her time with Junior Achievement.
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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
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