Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her career at the top team at Merrill Lynch, she’s broken down barriers time and time again. Mari brings a decade of experience in Private Wealth Management. She currently works at Ellevest, a financial advisory firm built by women for women. Her main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating an IPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide. Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women Who
Care, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and the Nicklaus Children’s Hospital. Her hobbies include yoga, running & reading.
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