As the Operations Manager for Walls Investments, Maria is responsible for managing all client account administrative services, assisting new client transitions, portfolio performance analysis and systems integration. She also leads the firm’s efforts in the corporate retirement industry, working closely with Plan Sponsors and Plan Participants. With over 28 years of experience in the financial services industry, 18 of which have been with Walls Investments, Maria has time proven success in financial management and administration, and private client services. She is committed to earning clients’ trust and prides herself on her attention to detail, responsiveness and follow-through.
Maria lives in Bluffton with her husband Steven and their four dogs. She is a gifted cook and enjoys practicing the culinary arts. She also enjoys spending time outdoors and is involved in several local charitable organizations.