Maria Sulick

FPQP™

Client Service Associate

CAREER HIGHLIGHTS

FirstWave Financial®

  • Works closely with our knowledgeable team and WealthCoaches™
  • Research a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs
  • Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives

Schneider Financial Group

  • Investment Advisor Representative/Office Administration
  • Responsible for servicing client accounts, including routine client reviews
  • Preparation of portfolio review documents, researching a wide variety of investment options for client presentation
  • Preparing financial plans, planning and hosting educational workshops and other marketing functions, as well as daily office management duties

Snoedel, Inc

  • Owner/Office Manager
  • Co-owned and operated a family owned business for 10 years. Duties included bookkeeping (accounts payable/receivables) as well as marketing and business development

EDUCATION

  • Eastern Florida State College- BS Business Administration/General Management
  • Series 66 License (Uniform Combined State Law Exam)

PROFESSIONAL

  • ABWA (American Business Women’s Association) Oceanside Chapter-President for 2020-2021
  • ABWA (American Business Women’s Association) Oceanside Chapter- President 2019-2020
  • ABWA (American Business Women’s Association) Oceanside Chapter- Vice President 2017-2018

Interested in a

Complimentary Consultation?

Recent Posts

No Regrets

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

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