Client Relationship Manager
An integral part of Premier Wealth Planning, Maria is proficient in customer service and the operations function for our clients. Maria is originally from New York and came down to South Florida when she was 7 years old. Her passion is her family, especially her daughter Kassandra, and son Franklyn.
Among many important duties, Maria’s core responsibilities include scheduling appointments, processing client service requests, and branch administration. Maria will ensure your appointments are scheduled, your calls are answered, and your visits are enjoyable. Additionally, she helps you make sense of financial paperwork and assists with your smooth transition to Premier Wealth Planning.