Syracuse, NY 13202 315.448.3370
315.479.8592 Fx firstname.lastname@example.org Add to Address Book
Maureen is a Financial Advisor in the Private Client Group of Smith Barney. She possesses over twelve years of combined experience in the areas of investments, financial and retirement planning for individuals, business owners and institutions. Maureen is a Certified Financial Planner (CFP), a designation awarded by the Certified Financial Planner Board of Standards to planners who are committed to competent and ethical behavior when providing financial planning. She is also a Chartered Financial Analyst (CFA), a designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute (formerly AIMR).
Previously, Maureen co-managed the Corporate Services Group of First Albany Corporation providing investment consulting and financial planning services to corporations, their officers and employees. She spent several years with Zurich Scudder Investments in New York City.
Professional and Community Involvement
Maureen is a member of the CNY Collaborative Family Law Professionals. She is Treasurer of the Fayetteville Free Library and actively involved in the YMCA as a health and wellness instructor and volunteer.
- B.S., Ithaca College, 1996