Maria Ellis, MBA is an experienced financial and estate planning advisor and a published author specializing in real estate, insurance and investments working with domestic and international clients looking to increase their wealth and minimizing taxes.
Throughout her 25+ years of career experience in advising and counseling clients, she has become highly skilled in understanding and interpreting your specific financial needs and objectives, and the substantial impact this has on your financial well-being and lifestyle.
In today’s complex market you need sophisticated and knowledgeable representation--someone with the financial know-how and market contacts to secure the most appropriate financial and estate planning for your needs. Having worked at a variety of financial institutions, including Bank of America, Citibank, the MONY Group and Northwestern Mutual & Keller Williams, Maria has the tools and expertise that this requires.
Maria is a graduate of the Harvard Business School Owner-President Management Program and earned her Bachelor’s Degree in Business Administration, as well as her MBA from the University of Massachusetts at Amherst.
Specialties: Consultative Advisory on Financial and Estate Planning.
Email Maria for a complimentary consultation, and a copy of her book, Achieve Financial Freedom, a road map to financial success.